Atria Investments’s Aon AON Stock Holding History

Atria Investments’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.2M	Buy	17,369 +3,260	+23%	+$1.16M	0.07%	311
2025 Q1	$5.63M	Buy	14,109 +8,726	+162%	+$3.48M	0.07%	333
2024 Q4	$1.93M	Sell	5,383 -362	-6%	-$130K	0.02%	692
2024 Q3	$1.99M	Sell	5,745 -237	-4%	-$82K	0.02%	671
2024 Q2	$1.76M	Buy	5,982 +145	+2%	+$42.6K	0.02%	695
2024 Q1	$1.95M	Buy	5,837 +760	+15%	+$254K	0.03%	665
2023 Q4	$1.48M	Sell	5,077 -214	-4%	-$62.3K	0.02%	722
2023 Q3	$1.72M	Buy	5,291 +496	+10%	+$161K	0.03%	631
2023 Q2	$1.66M	Sell	4,795 -2,642	-36%	-$912K	0.03%	622
2023 Q1	$2.34M	Sell	7,437 -670	-8%	-$211K	0.04%	483
2022 Q4	$2.43M	Sell	8,107 -396	-5%	-$119K	0.05%	444
2022 Q3	$2.28M	Sell	8,503 -1,659	-16%	-$444K	0.05%	437
2022 Q2	$2.74M	Buy	10,162 +1,704	+20%	+$459K	0.06%	405
2022 Q1	$2.75M	Buy	8,458 +401	+5%	+$131K	0.05%	460
2021 Q4	$2.42M	Buy	8,057 +2,356	+41%	+$708K	0.04%	487
2021 Q3	$1.63M	Buy	5,701 +838	+17%	+$239K	0.03%	612
2021 Q2	$1.16M	Buy	4,863 +321	+7%	+$76.6K	0.02%	706
2021 Q1	$1.05M	Buy	+4,542	New	+$1.05M	0.02%	688
2020 Q1	–	Sell	-2,431	Closed	-$506K	–	599
2019 Q4	$506K	Buy	2,431 +654	+37%	+$136K	0.01%	788
2019 Q3	$344K	Sell	1,777 -105	-6%	-$20.3K	0.01%	677
2019 Q2	$357K	Buy	+1,882	New	+$357K	0.01%	682
2019 Q1	–	Sell	-6,559	Closed	-$953K	–	936
2018 Q4	$953K	Buy	6,559 +241	+4%	+$35K	0.04%	318
2018 Q3	$972K	Buy	6,318 +59	+0.9%	+$9.08K	0.04%	400
2018 Q2	$859K	Sell	6,259 -1,352	-18%	-$186K	0.04%	405
2018 Q1	$1.07M	Sell	7,611 -997	-12%	-$140K	0.05%	337
2017 Q4	$1.15M	Sell	8,608 -103	-1%	-$13.8K	0.06%	304
2017 Q3	$1.27M	Sell	8,711 -130	-1%	-$19K	0.07%	258
2017 Q2	$1.18M	Buy	8,841 +208	+2%	+$27.6K	0.07%	264
2017 Q1	$1.03M	Sell	8,633 -365	-4%	-$43.3K	0.07%	252
2016 Q4	$1M	Buy	8,998 +3,333	+59%	+$372K	0.08%	229
2016 Q3	$637K	Buy	+5,665	New	+$637K	0.06%	275