Waverly 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 | $598K | Buy |
1,675
+53
| +3% | +$18.9K | 0.01% | 756 |
|
|
2025
Q1 | $647K | Buy |
1,622
+122
| +8% | +$48.7K | 0.01% | 710 |
|
|
2024
Q4 | $539K | Buy |
1,500
+430
| +40% | +$154K | 0.01% | 660 |
|
|
2024
Q3 | $370K | Buy |
1,070
+90
| +9% | +$31.1K | 0.01% | 635 |
|
|
2024
Q2 | $288K | Buy |
980
+79
| +9% | +$23.2K | 0.01% | 674 |
|
|
2024
Q1 | $301K | Buy |
+901
| New | +$301K | 0.01% | 570 |
|
|
2016
Q1 | – | Sell |
-3,730
| Closed | -$344K | – | 98 |
|
|
2015
Q4 | $344K | Buy |
3,730
+3,322
| +814% | +$306K | 0.15% | 77 |
|
|
2015
Q3 | $36K | Buy |
408
+278
| +214% | +$24.5K | 0.02% | 175 |
|
|
2015
Q2 | $13K | Buy |
+130
| New | +$13K | 0.01% | 250 |
|
|
2014
Q4 | – | Sell |
-69
| Closed | -$6K | – | 429 |
|
|
2014
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 579 |
|
|
2014
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 543 |
|
|
2014
Q1 | $6K | Sell |
69
-2,446
| -97% | -$213K | ﹤0.01% | 506 |
|
|
2013
Q4 | $211K | Buy |
2,515
+115
| +5% | +$9.65K | 0.07% | 143 |
|
|
2013
Q3 | $179K | Buy |
+2,400
| New | +$179K | 0.09% | 109 |
|