Waterfront Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
2,663
-82
| -3% | -$29.3K | 0.21% | 139 |
|
|
2025
Q1 | $1.1M | Hold |
2,745
| – | – | 0.27% | 117 |
|
|
2024
Q4 | $986K | Buy |
2,745
+131
| +5% | +$47K | 0.24% | 136 |
|
|
2024
Q3 | $974K | Buy |
2,614
+43
| +2% | +$16K | 0.24% | 138 |
|
|
2024
Q2 | $755K | Buy |
2,571
+54
| +2% | +$15.9K | 0.2% | 150 |
|
|
2024
Q1 | $691K | Sell |
2,517
-23
| -0.9% | -$6.32K | 0.19% | 152 |
|
|
2023
Q4 | $739K | Buy |
2,540
+83
| +3% | +$24.2K | 0.22% | 136 |
|
|
2023
Q3 | $770K | Buy |
2,457
+35
| +1% | +$11K | 0.25% | 119 |
|
|
2023
Q2 | $829K | Buy |
2,422
+137
| +6% | +$46.9K | 0.25% | 123 |
|
|
2023
Q1 | $721K | Buy |
2,285
+111
| +5% | +$35K | 0.24% | 129 |
|
|
2022
Q4 | $694K | Buy |
2,174
+112
| +5% | +$35.8K | 0.24% | 132 |
|
|
2022
Q3 | $585K | Buy |
2,062
+268
| +15% | +$76K | 0.22% | 135 |
|
|
2022
Q2 | $484K | Buy |
1,794
+817
| +84% | +$220K | 0.2% | 143 |
|
|
2022
Q1 | $326K | Buy |
+977
| New | +$326K | 0.12% | 173 |
|