Colonial Trust Advisors’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 | $205K | Hold |
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|
2025
Q1 | $229K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $199K | Sell |
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|
2024
Q2 | $176K | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | $178K | Hold |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $192K | Hold |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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