BFSG LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Hold |
1,133
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $452K | Hold |
1,133
| – | – | 0.06% | 181 |
|
|
2024
Q4 | $407K | Sell |
1,133
-5
| -0.4% | -$1.8K | 0.05% | 186 |
|
|
2024
Q3 | $394K | Hold |
1,138
| – | – | 0.05% | 191 |
|
|
2024
Q2 | $334K | Hold |
1,138
| – | – | 0.04% | 190 |
|
|
2024
Q1 | $380K | Hold |
1,138
| – | – | 0.05% | 181 |
|
|
2023
Q4 | $331K | Hold |
1,138
| – | – | 0.05% | 189 |
|
|
2023
Q3 | $369K | Hold |
1,138
| – | – | 0.06% | 181 |
|
|
2023
Q2 | $393K | Hold |
1,138
| – | – | 0.07% | 184 |
|
|
2023
Q1 | $359K | Sell |
1,138
-19
| -2% | -$5.99K | 0.07% | 172 |
|
|
2022
Q4 | $347K | Hold |
1,157
| – | – | 0.07% | 162 |
|
|
2022
Q3 | $310K | Hold |
1,157
| – | – | 0.07% | 155 |
|
|
2022
Q2 | $312K | Hold |
1,157
| – | – | 0.06% | 168 |
|
|
2022
Q1 | $377K | Hold |
1,157
| – | – | 0.06% | 165 |
|
|
2021
Q4 | $348K | Hold |
1,157
| – | – | 0.05% | 191 |
|
|
2021
Q3 | $331K | Buy |
+1,157
| New | +$331K | 0.05% | 193 |
|
|
2021
Q2 | – | Sell |
-1,157
| Closed | -$266K | – | 138 |
|
|
2021
Q1 | $266K | Hold |
1,157
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $244K | Hold |
1,157
| – | – | 0.04% | 193 |
|
|
2020
Q3 | $239K | Buy |
+1,157
| New | +$239K | 0.04% | 173 |
|
|
2020
Q1 | – | Sell |
-1,157
| Closed | -$241K | – | 150 |
|
|
2019
Q4 | $241K | Sell |
1,157
-100
| -8% | -$20.8K | 0.05% | 185 |
|
|
2019
Q3 | $234K | Buy |
+1,257
| New | +$234K | 0.05% | 177 |
|