WealthSource Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $759K | Sell |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $738K | Sell |
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|
2021
Q2 | $620K | Buy |
|