Wedmont Private Capital’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
2,052
+6
| +0.3% | +$2.14K | 0.03% | 338 |
|
|
2025
Q1 | $770K | Buy |
2,046
+179
| +10% | +$67.4K | 0.04% | 269 |
|
|
2024
Q4 | $653K | Buy |
1,867
+133
| +8% | +$46.5K | 0.03% | 301 |
|
|
2024
Q3 | $596K | Buy |
1,734
+120
| +7% | +$41.3K | 0.03% | 312 |
|
|
2024
Q2 | $481K | Sell |
1,614
-185
| -10% | -$55.2K | 0.03% | 353 |
|
|
2024
Q1 | $575K | Buy |
1,799
+70
| +4% | +$22.4K | 0.04% | 292 |
|
|
2023
Q4 | $511K | Sell |
1,729
-209
| -11% | -$61.8K | 0.04% | 297 |
|
|
2023
Q3 | $635K | Buy |
1,938
+111
| +6% | +$36.4K | 0.06% | 211 |
|
|
2023
Q2 | $615K | Buy |
1,827
+93
| +5% | +$31.3K | 0.07% | 204 |
|
|
2023
Q1 | $555K | Buy |
1,734
+361
| +26% | +$116K | 0.07% | 200 |
|
|
2022
Q4 | $422K | Buy |
1,373
+38
| +3% | +$11.7K | 0.06% | 240 |
|
|
2022
Q3 | $358K | Buy |
+1,335
| New | +$358K | 0.07% | 217 |
|
|
2022
Q2 | – | Sell |
-891
| Closed | -$291K | – | 340 |
|
|
2022
Q1 | $291K | Buy |
891
+127
| +17% | +$41.5K | 0.06% | 244 |
|
|
2021
Q4 | $214K | Buy |
+764
| New | +$214K | 0.07% | 222 |
|