Coldstream Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.61M | Sell |
4,987
-797
| -14% | -$265K | 0.02% | 347 |
|
|
2025
Q4 | $2.04M | Sell |
5,784
-435
| -7% | -$152K | 0.03% | 282 |
|
|
2025
Q3 | $2.22M | Sell |
6,219
-148
| -2% | -$53.5K | 0.03% | 283 |
|
|
2025
Q2 | $2.27M | Buy |
6,367
+461
| +8% | +$167K | 0.04% | 254 |
|
|
2025
Q1 | $2.36M | Buy |
5,906
+12
| +0.2% | +$4.6K | 0.05% | 217 |
|
|
2024
Q4 | $2.12M | Buy |
5,894
+238
| +4% | +$87.5K | 0.05% | 234 |
|
|
2024
Q3 | $1.97M | Buy |
5,656
+329
| +6% | +$108K | 0.04% | 243 |
|
|
2024
Q2 | $1.56M | Sell |
5,327
-453
| -8% | -$134K | 0.04% | 248 |
|
|
2024
Q1 | $1.93M | Buy |
5,780
+371
| +7% | +$115K | 0.05% | 208 |
|
|
2023
Q4 | $1.57M | Buy |
5,409
+1,670
| +45% | +$535K | 0.04% | 218 |
|
|
2023
Q3 | $1.21M | Sell |
3,739
-59
| -2% | -$19.5K | 0.04% | 240 |
|
|
2023
Q2 | $1.31M | Buy |
3,798
+11
| +0.3% | +$3.57K | 0.04% | 234 |
|
|
2023
Q1 | $1.19M | Buy |
3,787
+98
| +3% | +$30.3K | 0.04% | 246 |
|
|
2022
Q4 | $1.11M | Buy |
+3,689
| New | +$1.08M | 0.04% | 250 |
|
|
2022
Q2 | $976K | Buy |
3,619
+1,730
| +92% | +$497K | 0.04% | 244 |
|
|
2022
Q1 | $615K | Sell |
1,889
-1,211
| -39% | -$352K | 0.02% | 313 |
|
|
2021
Q4 | $932K | Buy |
3,100
+608
| +24% | +$182K | 0.03% | 257 |
|
|
2021
Q3 | $515K | Buy |
2,492
+368
| +17% | +$98.9K | 0.03% | 241 |
|
|
2021
Q2 | $507K | Sell |
2,124
-12
| -0.6% | -$2.93K | 0.02% | 278 |
|
|
2021
Q1 | $492K | Buy |
2,136
+98
| +5% | +$21.6K | 0.03% | 229 |
|
|
2020
Q4 | $431K | Sell |
2,038
-250
| -11% | -$51K | 0.03% | 228 |
|
|
2020
Q3 | $473K | Buy |
+2,288
| New | +$457K | 0.04% | 194 |
|
|
2020
Q1 | – | Sell |
-967
| Closed | -$202K | – | 284 |
|
|
2019
Q4 | $202K | Buy |
+967
| New | +$191K | 0.02% | 334 |
|
Other funds holding AON
VCM
VPM