Wealthstream 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 | $399K | Buy |
1,119
+130
| +13% | +$46.4K | 0.07% | 95 |
|
|
2025
Q1 | $395K | Sell |
989
-19
| -2% | -$7.58K | 0.07% | 90 |
|
|
2024
Q4 | $362K | Buy |
1,008
+180
| +22% | +$64.7K | 0.07% | 93 |
|
|
2024
Q3 | $286K | Buy |
828
+9
| +1% | +$3.11K | 0.05% | 111 |
|
|
2024
Q2 | $240K | Sell |
819
-2
| -0.2% | -$587 | 0.09% | 117 |
|
|
2024
Q1 | $274K | Sell |
821
-42
| -5% | -$14K | 0.1% | 101 |
|
|
2023
Q4 | $251K | Buy |
863
+205
| +31% | +$59.7K | 0.1% | 118 |
|
|
2023
Q3 | $213K | Buy |
+658
| New | +$213K | 0.11% | 97 |
|