Edgestream 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 | $1.01M | Buy |
2,825
+1,552
| +122% | +$554K | 0.03% | 640 |
|
|
2025
Q1 | $508K | Sell |
1,273
-8,350
| -87% | -$3.33M | 0.02% | 697 |
|
|
2024
Q4 | $3.46M | Buy |
9,623
+8,223
| +587% | +$2.95M | 0.15% | 270 |
|
|
2024
Q3 | $484K | Buy |
1,400
+566
| +68% | +$196K | 0.02% | 704 |
|
|
2024
Q2 | $245K | Sell |
834
-1,880
| -69% | -$552K | 0.01% | 777 |
|
|
2024
Q1 | $906K | Buy |
+2,714
| New | +$906K | 0.05% | 522 |
|
|
2023
Q4 | – | Sell |
-2,603
| Closed | -$844K | – | 819 |
|
|
2023
Q3 | $844K | Buy |
+2,603
| New | +$844K | 0.07% | 452 |
|
|
2023
Q2 | – | Sell |
-1,167
| Closed | -$368K | – | 713 |
|
|
2023
Q1 | $368K | Sell |
1,167
-725
| -38% | -$229K | 0.04% | 445 |
|
|
2022
Q4 | $568K | Buy |
+1,892
| New | +$568K | 0.06% | 346 |
|
|
2022
Q2 | – | Sell |
-940
| Closed | -$306K | – | 504 |
|
|
2022
Q1 | $306K | Buy |
+940
| New | +$306K | 0.02% | 474 |
|
|
2021
Q4 | – | Sell |
-914
| Closed | -$261K | – | 477 |
|
|
2021
Q3 | $261K | Sell |
914
-117
| -11% | -$33.4K | 0.02% | 441 |
|
|
2021
Q2 | $246K | Sell |
1,031
-1,972
| -66% | -$471K | 0.01% | 412 |
|
|
2021
Q1 | $691K | Sell |
3,003
-43,864
| -94% | -$10.1M | 0.04% | 314 |
|
|
2020
Q4 | $9.9M | Buy |
46,867
+31,219
| +200% | +$6.6M | 0.5% | 62 |
|
|
2020
Q3 | $3.23M | Buy |
15,648
+6,889
| +79% | +$1.42M | 0.21% | 153 |
|
|
2020
Q2 | $1.69M | Buy |
+8,759
| New | +$1.69M | 0.09% | 211 |
|
|
2020
Q1 | – | Sell |
-10,736
| Closed | -$2.24M | – | 301 |
|
|
2019
Q4 | $2.24M | Buy |
10,736
+3,632
| +51% | +$756K | 0.12% | 179 |
|
|
2019
Q3 | $1.38M | Buy |
+7,104
| New | +$1.38M | 0.13% | 164 |
|
|
2019
Q2 | – | Sell |
-12,951
| Closed | -$2.21M | – | 230 |
|
|
2019
Q1 | $2.21M | Buy |
+12,951
| New | +$2.21M | 0.32% | 93 |
|
|
2018
Q1 | – | Sell |
-3,539
| Closed | -$474K | – | 249 |
|
|
2017
Q4 | $474K | Sell |
3,539
-7,275
| -67% | -$974K | 0.57% | 43 |
|
|
2017
Q3 | $1.58M | Buy |
10,814
+5,937
| +122% | +$867K | 0.84% | 29 |
|
|
2017
Q2 | $648K | Buy |
+4,877
| New | +$648K | 0.24% | 67 |
|
|
2015
Q2 | – | Sell |
-2,824
| Closed | -$271K | – | 107 |
|
|
2015
Q1 | $271K | Sell |
2,824
-622
| -18% | -$59.7K | 0.35% | 64 |
|
|
2014
Q4 | $327K | Buy |
+3,446
| New | +$327K | 0.75% | 45 |
|
|
2014
Q3 | – | Sell |
-4,113
| Closed | -$371K | – | 79 |
|
|
2014
Q2 | $371K | Buy |
+4,113
| New | +$371K | 0.24% | 60 |
|