Venturi Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
3,451
-168
| -5% | -$59.9K | 0.06% | 176 |
|
|
2025
Q1 | $1.44M | Sell |
3,619
-119
| -3% | -$47.5K | 0.08% | 153 |
|
|
2024
Q4 | $1.34M | Sell |
3,738
-447
| -11% | -$161K | 0.07% | 167 |
|
|
2024
Q3 | $1.45M | Buy |
4,185
+382
| +10% | +$132K | 0.08% | 147 |
|
|
2024
Q2 | $1.12M | Buy |
3,803
+387
| +11% | +$114K | 0.07% | 167 |
|
|
2024
Q1 | $1.14M | Buy |
3,416
+545
| +19% | +$182K | 0.07% | 165 |
|
|
2023
Q4 | $836K | Sell |
2,871
-72
| -2% | -$21K | 0.06% | 202 |
|
|
2023
Q3 | $954K | Sell |
2,943
-110
| -4% | -$35.7K | 0.08% | 164 |
|
|
2023
Q2 | $1.05M | Sell |
3,053
-849
| -22% | -$293K | 0.08% | 142 |
|
|
2023
Q1 | $1.23M | Sell |
3,902
-155
| -4% | -$48.9K | 0.1% | 123 |
|
|
2022
Q4 | $1.22M | Sell |
4,057
-48
| -1% | -$14.4K | 0.11% | 129 |
|
|
2022
Q3 | $1.1M | Sell |
4,105
-111
| -3% | -$29.7K | 0.11% | 119 |
|
|
2022
Q2 | $1.14M | Sell |
4,216
-397
| -9% | -$107K | 0.1% | 120 |
|
|
2022
Q1 | $1.5M | Buy |
4,613
+22
| +0.5% | +$7.16K | 0.12% | 102 |
|
|
2021
Q4 | $1.38M | Sell |
4,591
-171
| -4% | -$51.4K | 0.1% | 120 |
|
|
2021
Q3 | $1.36M | Buy |
+4,762
| New | +$1.36M | 0.11% | 112 |
|
|
2021
Q2 | – | Sell |
-4,515
| Closed | -$1.04M | – | 313 |
|
|
2021
Q1 | $1.04M | Buy |
4,515
+60
| +1% | +$13.8K | 0.1% | 147 |
|
|
2020
Q4 | $941K | Buy |
4,455
+524
| +13% | +$111K | 0.1% | 153 |
|
|
2020
Q3 | $811K | Buy |
3,931
+1,341
| +52% | +$277K | 0.09% | 146 |
|
|
2020
Q2 | $499K | Buy |
+2,590
| New | +$499K | 0.07% | 186 |
|