Wellspring Financial 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 | $582K | Buy |
1,632
+23
| +1% | +$8.21K | 0.06% | 78 |
|
|
2025
Q1 | $642K | Buy |
1,609
+307
| +24% | +$123K | 0.07% | 69 |
|
|
2024
Q4 | $468K | Hold |
1,302
| – | – | 0.05% | 77 |
|
|
2024
Q3 | $451K | Sell |
1,302
-3
| -0.2% | -$1.04K | 0.05% | 88 |
|
|
2024
Q2 | $383K | Buy |
1,305
+3
| +0.2% | +$881 | 0.05% | 94 |
|
|
2024
Q1 | $435K | Sell |
1,302
-26
| -2% | -$8.68K | 0.07% | 77 |
|
|
2023
Q4 | $386K | Buy |
1,328
+175
| +15% | +$50.9K | 0.1% | 84 |
|
|
2023
Q3 | $374K | Buy |
1,153
+324
| +39% | +$105K | 0.11% | 74 |
|
|
2023
Q2 | $286K | Hold |
829
| – | – | 0.08% | 82 |
|
|
2023
Q1 | $261K | Buy |
+829
| New | +$261K | 0.08% | 92 |
|