Western Pacific Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-107
| Closed | -$34.7K | – | 245 |
|
|
2023
Q3 | $34.7K | Sell |
107
-65
| -38% | -$21.1K | 0.03% | 156 |
|
|
2023
Q2 | $59.4K | Hold |
172
| – | – | 0.05% | 129 |
|
|
2023
Q1 | $54.2K | Hold |
172
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $51.6K | Buy |
172
+62
| +56% | +$18.6K | 0.04% | 131 |
|
|
2022
Q3 | $29K | Buy |
+110
| New | +$29K | 0.03% | 143 |
|