Valued Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71K | Sell |
16
-1
| -6% | -$357 | ﹤0.01% | 267 |
|
|
2025
Q1 | $6.79K | Hold |
17
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $6.11K | Hold |
17
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $5.88K | Hold |
17
| – | – | ﹤0.01% | 270 |
|
|
2024
Q2 | $4.99K | Sell |
17
-5
| -23% | -$1.47K | ﹤0.01% | 275 |
|
|
2024
Q1 | $7.34K | Buy |
22
+3
| +16% | +$1K | 0.01% | 218 |
|
|
2023
Q4 | $6.16K | Buy |
+19
| New | +$6.16K | 0.01% | 174 |
|