Alta Advisers’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
1,010
| – | – | 0.13% | 147 |
|
|
2025
Q1 | $403K | Buy |
1,010
+300
| +42% | +$120K | 0.17% | 118 |
|
|
2024
Q4 | $255K | Buy |
710
+110
| +18% | +$39.5K | 0.16% | 121 |
|
|
2024
Q3 | $208K | Hold |
600
| – | – | 0.09% | 140 |
|
|
2024
Q2 | $176K | Hold |
600
| – | – | 0.08% | 148 |
|
|
2024
Q1 | $200K | Hold |
600
| – | – | 0.1% | 133 |
|
|
2023
Q4 | $175K | Hold |
600
| – | – | 0.09% | 134 |
|
|
2023
Q3 | $195K | Hold |
600
| – | – | 0.11% | 112 |
|
|
2023
Q2 | $207K | Hold |
600
| – | – | 0.12% | 104 |
|
|
2023
Q1 | $189K | Hold |
600
| – | – | 0.11% | 106 |
|
|
2022
Q4 | $180K | Hold |
600
| – | – | 0.11% | 108 |
|
|
2022
Q3 | $161K | Buy |
+600
| New | +$161K | 0.1% | 108 |
|