Barrett Asset Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $360K | Hold |
1,108
| – | – | 0.02% | 166 |
|
|
2021
Q4 | $333K | Buy |
1,108
+8
| +0.7% | +$2.4K | 0.01% | 174 |
|
|
2021
Q3 | $314K | Hold |
1,100
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $263K | Hold |
1,100
| – | – | 0.01% | 172 |
|
|
2021
Q1 | $253K | Buy |
+1,100
| New | +$253K | 0.01% | 168 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$336K | – | 344 |
|
|
2013
Q4 | $336K | Hold |
4,000
| – | – | 0.03% | 131 |
|
|
2013
Q3 | $298K | Buy |
+4,000
| New | +$298K | 0.03% | 134 |
|