Castleview Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
937
+28
| +3% | +$9.99K | 0.21% | 120 |
|
|
2025
Q1 | $363K | Buy |
+909
| New | +$363K | 0.25% | 105 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1.47K | – | 561 |
|
|
2024
Q2 | $1.47K | Hold |
5
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $1.67K | Buy |
5
+1
| +25% | +$334 | ﹤0.01% | 758 |
|
|
2023
Q4 | $1.16K | Sell |
4
-1
| -20% | -$291 | ﹤0.01% | 755 |
|
|
2023
Q3 | $1.62K | Hold |
5
| – | – | ﹤0.01% | 571 |
|
|
2023
Q2 | $1.73K | Sell |
5
-9
| -64% | -$3.11K | ﹤0.01% | 594 |
|
|
2023
Q1 | $4.41K | Sell |
14
-6
| -30% | -$1.89K | ﹤0.01% | 509 |
|
|
2022
Q4 | $6K | Hold |
20
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $5.39K | Buy |
+20
| New | +$5.39K | ﹤0.01% | 526 |
|
|
2022
Q1 | – | Sell |
-51,996
| Closed | -$173 | – | 721 |
|
|
2021
Q4 | $173 | Buy |
+51,996
| New | +$173 | ﹤0.01% | 707 |
|
|
2021
Q2 | $131K | Buy |
+550
| New | +$131K | 0.06% | 251 |
|