American Trust’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+614
| New | +$219K | 0.02% | 267 |
|
|
2025
Q1 | – | Sell |
-642
| Closed | -$231K | – | 132 |
|
|
2024
Q4 | $231K | Sell |
642
-274
| -30% | -$98.4K | 0.02% | 279 |
|
|
2024
Q3 | $317K | Buy |
916
+23
| +3% | +$7.96K | 0.03% | 177 |
|
|
2024
Q2 | $262K | Sell |
893
-259
| -22% | -$76K | 0.02% | 190 |
|
|
2024
Q1 | $384K | Sell |
1,152
-404
| -26% | -$135K | 0.03% | 165 |
|
|
2023
Q4 | $453K | Sell |
1,556
-159
| -9% | -$46.3K | 0.03% | 155 |
|
|
2023
Q3 | $556K | Sell |
1,715
-550
| -24% | -$178K | 0.04% | 141 |
|
|
2023
Q2 | $782K | Sell |
2,265
-606
| -21% | -$209K | 0.05% | 163 |
|
|
2023
Q1 | $905K | Sell |
2,871
-178
| -6% | -$56.1K | 0.06% | 138 |
|
|
2022
Q4 | $915K | Sell |
3,049
-148
| -5% | -$44.4K | 0.09% | 134 |
|
|
2022
Q3 | $856K | Sell |
3,197
-139
| -4% | -$37.2K | 0.07% | 135 |
|
|
2022
Q2 | $900K | Buy |
3,336
+239
| +8% | +$64.5K | 0.07% | 137 |
|
|
2022
Q1 | $1.01M | Buy |
3,097
+1,742
| +129% | +$567K | 0.07% | 150 |
|
|
2021
Q4 | $407K | Buy |
+1,355
| New | +$407K | 0.03% | 187 |
|