Wealth Enhancement Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Sell |
27,104
-18,204
| -40% | -$6.46M | 0.02% | 643 |
|
|
2025
Q1 | $18.1M | Buy |
45,308
+17,226
| +61% | +$6.87M | 0.03% | 424 |
|
|
2024
Q4 | $10.1M | Buy |
28,082
+194
| +0.7% | +$69.7K | 0.02% | 549 |
|
|
2024
Q3 | $9.65M | Sell |
27,888
-28,295
| -50% | -$9.79M | 0.02% | 521 |
|
|
2024
Q2 | $16.5M | Sell |
56,183
-4,329
| -7% | -$1.27M | 0.04% | 364 |
|
|
2024
Q1 | $20.2M | Sell |
60,512
-1,282
| -2% | -$428K | 0.05% | 320 |
|
|
2023
Q4 | $18M | Sell |
61,794
-2,967
| -5% | -$863K | 0.05% | 324 |
|
|
2023
Q3 | $21M | Buy |
+64,761
| New | +$21M | 0.07% | 273 |
|
|
2020
Q1 | – | Sell |
-16,835
| Closed | -$3.51M | – | 217 |
|
|
2019
Q4 | $3.51M | Buy |
+16,835
| New | +$3.51M | 0.12% | 71 |
|
|
2019
Q2 | – | Sell |
-5,927
| Closed | -$1.06M | – | 203 |
|
|
2019
Q1 | $1.06M | Buy |
+5,927
| New | +$1.06M | 0.06% | 135 |
|