Colonial Trust Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
575
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $229K | Hold |
575
| – | – | 0.02% | 192 |
|
|
2024
Q4 | $207K | Hold |
575
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $199K | Sell |
575
-25
| -4% | -$8.65K | 0.02% | 203 |
|
|
2024
Q2 | $176K | Sell |
600
-41
| -6% | -$12K | 0.02% | 193 |
|
|
2024
Q1 | $214K | Buy |
641
+31
| +5% | +$10.3K | 0.02% | 182 |
|
|
2023
Q4 | $178K | Hold |
610
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $198K | Hold |
610
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $211K | Hold |
610
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $192K | Hold |
610
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $183K | Sell |
610
-301
| -33% | -$90.3K | 0.02% | 202 |
|
|
2022
Q3 | $244K | Buy |
+911
| New | +$244K | 0.03% | 175 |
|
|
2021
Q3 | – | Sell |
-850
| Closed | -$203K | – | 189 |
|
|
2021
Q2 | $203K | Buy |
+850
| New | +$203K | 0.02% | 184 |
|