Apogem Capital’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,931
| Closed | -$1.18M | – | 169 |
|
|
2021
Q4 | $1.18M | Sell |
3,931
-1,800
| -31% | -$541K | 0.77% | 34 |
|
|
2021
Q3 | $1.64M | Sell |
5,731
-6,728
| -54% | -$1.92M | 1.04% | 21 |
|
|
2021
Q2 | $2.98M | Buy |
12,459
+220
| +2% | +$52.5K | 1.9% | 5 |
|
|
2021
Q1 | $2.82M | Hold |
12,239
| – | – | 1.91% | 6 |
|
|
2020
Q4 | $2.59M | Buy |
+12,239
| New | +$2.59M | 1.72% | 12 |
|