WealthSource Partners’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $340K | Sell |
1,168
-194
| -14% | -$56.5K | 0.02% | 392 |
|
|
2023
Q3 | $442K | Buy |
1,362
+7
| +0.5% | +$2.27K | 0.03% | 339 |
|
|
2023
Q2 | $468K | Sell |
1,355
-8
| -0.6% | -$2.76K | 0.03% | 333 |
|
|
2023
Q1 | $430K | Hold |
1,363
| – | – | 0.03% | 340 |
|
|
2022
Q4 | $409K | Sell |
1,363
-200
| -13% | -$60K | 0.03% | 338 |
|
|
2022
Q3 | $419K | Sell |
1,563
-601
| -28% | -$161K | 0.03% | 333 |
|
|
2022
Q2 | $584K | Sell |
2,164
-167
| -7% | -$45.1K | 0.04% | 279 |
|
|
2022
Q1 | $759K | Sell |
2,331
-66
| -3% | -$21.5K | 0.05% | 262 |
|
|
2021
Q4 | $720K | Sell |
2,397
-184
| -7% | -$55.3K | 0.06% | 245 |
|
|
2021
Q3 | $738K | Sell |
2,581
-16
| -0.6% | -$4.58K | 0.06% | 214 |
|
|
2021
Q2 | $620K | Buy |
+2,597
| New | +$620K | 0.06% | 238 |
|