Equitable Trust’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
7,793
+114
| +1% | +$40.7K | 0.14% | 132 |
|
|
2025
Q1 | $3.06M | Buy |
7,679
+502
| +7% | +$200K | 0.17% | 113 |
|
|
2024
Q4 | $2.58M | Sell |
7,177
-3,507
| -33% | -$1.26M | 0.14% | 129 |
|
|
2024
Q3 | $3.7M | Sell |
10,684
-173
| -2% | -$59.9K | 0.24% | 92 |
|
|
2024
Q2 | $3.19M | Sell |
10,857
-2,402
| -18% | -$705K | 0.22% | 96 |
|
|
2024
Q1 | $4.42M | Buy |
13,259
+129
| +1% | +$43.1K | 0.31% | 68 |
|
|
2023
Q4 | $3.82M | Sell |
13,130
-771
| -6% | -$224K | 0.29% | 70 |
|
|
2023
Q3 | $4.51M | Sell |
13,901
-667
| -5% | -$216K | 0.37% | 54 |
|
|
2023
Q2 | $5.03M | Sell |
14,568
-175
| -1% | -$60.4K | 0.38% | 49 |
|
|
2023
Q1 | $4.65M | Sell |
14,743
-2,332
| -14% | -$735K | 0.37% | 52 |
|
|
2022
Q4 | $5.12M | Sell |
17,075
-3,401
| -17% | -$1.02M | 0.4% | 49 |
|
|
2022
Q3 | $5.49M | Sell |
20,476
-2,890
| -12% | -$774K | 0.46% | 48 |
|
|
2022
Q2 | $6.3M | Sell |
23,366
-88
| -0.4% | -$23.7K | 0.47% | 47 |
|
|
2022
Q1 | $7.64M | Buy |
23,454
+1,755
| +8% | +$571K | 0.49% | 50 |
|
|
2021
Q4 | $6.52M | Buy |
21,699
+1,547
| +8% | +$465K | 0.4% | 65 |
|
|
2021
Q3 | $5.76M | Buy |
20,152
+1,814
| +10% | +$518K | 0.37% | 74 |
|
|
2021
Q2 | $4.38M | Buy |
18,338
+754
| +4% | +$180K | 0.28% | 94 |
|
|
2021
Q1 | $4.05M | Sell |
17,584
-2,468
| -12% | -$568K | 0.3% | 92 |
|
|
2020
Q4 | $4.24M | Sell |
20,052
-233
| -1% | -$49.2K | 0.31% | 86 |
|
|
2020
Q3 | $4.18M | Buy |
+20,285
| New | +$4.18M | 0.36% | 75 |
|
|
2020
Q1 | – | Sell |
-962
| Closed | -$200K | – | 304 |
|
|
2019
Q4 | $200K | Buy |
+962
| New | +$200K | 0.02% | 280 |
|