Applied Research Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,823
| Closed | -$761K | – | 14 |
|
2022
Q2 | $761K | Sell |
2,823
-420
| -13% | -$113K | 3.36% | 15 |
|
2022
Q1 | $1.06M | Sell |
3,243
-9,931
| -75% | -$3.23M | 3.15% | 14 |
|
2021
Q4 | $3.96M | Buy |
13,174
+989
| +8% | +$297K | 1.31% | 30 |
|
2021
Q3 | $3.48M | Sell |
12,185
-506
| -4% | -$145K | 1.16% | 31 |
|
2021
Q2 | $3.03M | Hold |
12,691
| – | – | 1.08% | 33 |
|
2021
Q1 | $2.92M | Buy |
12,691
+497
| +4% | +$114K | 1.07% | 35 |
|
2020
Q4 | $2.58M | Buy |
12,194
+2,271
| +23% | +$480K | 1.1% | 35 |
|
2020
Q3 | $2.05M | Sell |
9,923
-4,283
| -30% | -$884K | 1.16% | 34 |
|
2020
Q2 | $2.74M | Buy |
+14,206
| New | +$2.74M | 2.39% | 16 |
|