Caldwell Trust’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Hold |
5,200
|
|
||||
|
2025
Q1 | $2.08M | Hold |
5,200
|
|
||||
|
2024
Q4 | $1.87M | Hold |
5,200
|
|
||||
|
2024
Q3 | $1.8M | Sell |
5,200
-1,100
|
|
||||
|
2024
Q2 | $1.85M | Hold |
6,300
|
|
||||
|
2024
Q1 | $2.1M | Hold |
6,300
|
|
||||
|
2023
Q4 | $1.83M | Sell |
6,300
-526
|
|
||||
|
2023
Q3 | $2.21M | Hold |
6,826
|
|
||||
|
2023
Q2 | $2.36M | Hold |
6,826
|
|
||||
|
2023
Q1 | $2.15M | Hold |
6,826
|
|
||||
|
2022
Q4 | $2.05M | Hold |
6,826
|
|
||||
|
2022
Q3 | $1.83M | Hold |
6,826
|
|
||||
|
2022
Q2 | $1.84M | Hold |
6,826
|
|
||||
|
2022
Q1 | $2.22M | Hold |
6,826
|
|
||||
|
2021
Q4 | $2.05M | Hold |
6,826
|
|
||||
|
2021
Q3 | $1.95M | Sell |
6,826
-685
|
|
||||
|
2021
Q2 | $1.79M | Sell |
7,511
-175
|
|
||||
|
2021
Q1 | $1.77M | Buy |
7,686
+210
|
|
||||
|
2020
Q4 | $1.58M | Buy |
7,476
+650
|
|
||||
|
2020
Q3 | $1.41M | Buy |
6,826
+6,726
|
|
||||
|
2020
Q2 | $19.3K | Hold |
100
|
|
||||
|
2020
Q1 | $16.5K | Hold |
100
|
|
||||
|
2019
Q4 | $20.8K | Buy |
+100
|
|