Alera Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $920K | Sell |
2,659
-42
| -2% | -$14.5K | 0.11% | 84 |
|
|
2024
Q2 | $793K | Buy |
2,701
+9
| +0.3% | +$2.64K | 0.1% | 90 |
|
|
2024
Q1 | $898K | Buy |
2,692
+25
| +0.9% | +$8.34K | 0.12% | 73 |
|
|
2023
Q4 | $776K | Sell |
2,667
-2
| -0.1% | -$582 | 0.1% | 84 |
|
|
2023
Q3 | $865K | Buy |
2,669
+62
| +2% | +$20.1K | 0.14% | 63 |
|
|
2023
Q2 | $900K | Sell |
2,607
-400
| -13% | -$138K | 0.19% | 62 |
|
|
2023
Q1 | $948K | Hold |
3,007
| – | – | 0.22% | 48 |
|
|
2022
Q4 | $903K | Buy |
3,007
+27
| +0.9% | +$8.1K | 0.21% | 52 |
|
|
2022
Q3 | $798K | Buy |
2,980
+36
| +1% | +$9.64K | 0.23% | 57 |
|
|
2022
Q2 | $794K | Sell |
2,944
-16
| -0.5% | -$4.32K | 0.22% | 65 |
|
|
2022
Q1 | $964K | Buy |
2,960
+271
| +10% | +$88.3K | 0.22% | 61 |
|
|
2021
Q4 | $808K | Hold |
2,689
| – | – | 0.22% | 39 |
|
|
2021
Q3 | $768K | Hold |
2,689
| – | – | 0.23% | 41 |
|
|
2021
Q2 | $642K | Hold |
2,689
| – | – | 0.19% | 43 |
|
|
2021
Q1 | $619K | Hold |
2,689
| – | – | 0.2% | 43 |
|
|
2020
Q4 | $568K | Buy |
2,689
+5
| +0.2% | +$1.06K | 0.2% | 40 |
|
|
2020
Q3 | $554K | Hold |
2,684
| – | – | 0.22% | 42 |
|
|
2020
Q2 | $517K | Hold |
2,684
| – | – | 0.27% | 39 |
|
|
2020
Q1 | $443K | Sell |
2,684
-65
| -2% | -$10.7K | 0.27% | 42 |
|
|
2019
Q4 | $573K | Sell |
2,749
-82
| -3% | -$17.1K | 0.26% | 34 |
|
|
2019
Q3 | $548K | Buy |
2,831
+78
| +3% | +$15.1K | 0.27% | 38 |
|
|
2019
Q2 | $531K | Hold |
2,753
| – | – | 0.27% | 37 |
|
|
2019
Q1 | $470K | Sell |
2,753
-4
| -0.1% | -$683 | 0.23% | 41 |
|
|
2018
Q4 | $401K | Buy |
+2,757
| New | +$401K | 0.24% | 50 |
|