Waypoint Wealth Counsel’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
943
+6
| +0.6% | +$2.14K | 0.17% | 97 |
|
|
2025
Q1 | $374K | Buy |
937
+3
| +0.3% | +$1.2K | 0.23% | 65 |
|
|
2024
Q4 | $335K | Buy |
934
+7
| +0.8% | +$2.51K | 0.22% | 62 |
|
|
2024
Q3 | $321K | Buy |
927
+32
| +4% | +$11.1K | 0.22% | 70 |
|
|
2024
Q2 | $263K | Buy |
895
+9
| +1% | +$2.64K | 0.2% | 70 |
|
|
2024
Q1 | $296K | Sell |
886
-231
| -21% | -$77.1K | 0.23% | 73 |
|
|
2023
Q4 | $325K | Sell |
1,117
-4
| -0.4% | -$1.16K | 0.28% | 64 |
|
|
2023
Q3 | $363K | Sell |
1,121
-162
| -13% | -$52.5K | 0.34% | 49 |
|
|
2023
Q2 | $443K | Sell |
1,283
-1
| -0.1% | -$345 | 0.4% | 47 |
|
|
2023
Q1 | $405K | Sell |
1,284
-187
| -13% | -$59K | 0.31% | 56 |
|
|
2022
Q4 | $442K | Buy |
+1,471
| New | +$442K | 0.36% | 56 |
|