Chas P. Smith & Associates (CPS)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
|
|||||
|
2025
Q1 | $391K | Buy |
|
|||||
|
2024
Q4 | $347K | Hold |
|
|||||
|
2024
Q3 | $334K | Sell |
|
|||||
|
2024
Q2 | $284K | Buy |
|
|||||
|
2024
Q1 | $322K | Hold |
|
|||||
|
2023
Q4 | $281K | Sell |
|
|||||
|
2023
Q3 | $324K | Hold |
|
|||||
|
2023
Q2 | $345K | Hold |
|
|||||
|
2023
Q1 | $315K | Hold |
|
|||||
|
2022
Q4 | $300K | Hold |
|
|||||
|
2022
Q3 | $268K | Hold |
|
|||||
|
2022
Q2 | $270K | Hold |
|
|||||
|
2022
Q1 | $326K | Hold |
|
|||||
|
2021
Q4 | $301K | Hold |
|
|||||
|
2021
Q3 | $286K | Hold |
|
|||||
|
2021
Q2 | $239K | Hold |
|
|||||
|
2021
Q1 | $230K | Hold |
|
|||||
|
2020
Q4 | $211K | Hold |
|
|||||
|
2020
Q3 | $206K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $208K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $218K | Hold |
|
|||||
|
2018
Q3 | $231K | Hold |
|
|||||
|
2018
Q2 | $206K | Hold |
|
|||||
|
2018
Q1 | $210K | Hold |
|
|||||
|
2017
Q4 | $201K | Hold |
|
|||||
|
2017
Q3 | $219K | Buy |
|