Catalyst Financial 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 | $483K | Buy |
1,353
+153
| +13% | +$54.6K | 0.05% | 168 |
|
|
2025
Q1 | $479K | Buy |
1,200
+30
| +3% | +$12K | 0.09% | 155 |
|
|
2024
Q4 | $420K | Buy |
1,170
+78
| +7% | +$28K | 0.08% | 157 |
|
|
2024
Q3 | $378K | Buy |
1,092
+40
| +4% | +$13.8K | 0.07% | 166 |
|
|
2024
Q2 | $309K | Buy |
1,052
+10
| +1% | +$2.94K | 0.07% | 184 |
|
|
2024
Q1 | $318K | Sell |
1,042
-37
| -3% | -$11.3K | 0.08% | 163 |
|
|
2023
Q4 | $314K | Buy |
1,079
+47
| +5% | +$13.7K | 0.09% | 158 |
|
|
2023
Q3 | $335K | Buy |
1,032
+51
| +5% | +$16.5K | 0.11% | 144 |
|
|
2023
Q2 | $339K | Buy |
981
+149
| +18% | +$51.4K | 0.12% | 121 |
|
|
2023
Q1 | $262K | Sell |
832
-43
| -5% | -$13.6K | 0.11% | 137 |
|
|
2022
Q4 | $263K | Buy |
+875
| New | +$263K | 0.14% | 127 |
|