Ethic Inc’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 | $7.93M | Buy |
24,563
+496
| +2% | +$165K | 0.12% | 175 |
|
|
2025
Q4 | $8.49M | Buy |
24,067
+1,487
| +7% | +$519K | 0.13% | 153 |
|
|
2025
Q3 | $8.05M | Sell |
22,580
-2,688
| -11% | -$972K | 0.13% | 157 |
|
|
2025
Q2 | $8.91M | Buy |
25,268
+1,182
| +5% | +$428K | 0.16% | 131 |
|
|
2025
Q1 | $9.61M | Buy |
24,086
+2,632
| +12% | +$1.01M | 0.19% | 108 |
|
|
2024
Q4 | $7.71M | Buy |
21,454
+1,303
| +6% | +$479K | 0.16% | 136 |
|
|
2024
Q3 | $6.72M | Buy |
20,151
+552
| +3% | +$181K | 0.17% | 133 |
|
|
2024
Q2 | $5.75M | Sell |
19,599
-552
| -3% | -$163K | 0.13% | 163 |
|
|
2024
Q1 | $6.72M | Sell |
20,151
-1,079
| -5% | -$335K | 0.17% | 133 |
|
|
2023
Q4 | $6.18M | Sell |
21,230
-241
| -1% | -$77.1K | 0.18% | 122 |
|
|
2023
Q3 | $6.96M | Buy |
21,471
+2,357
| +12% | +$780K | 0.24% | 89 |
|
|
2023
Q2 | $6.6M | Buy |
19,114
+1,767
| +10% | +$574K | 0.24% | 86 |
|
|
2023
Q1 | $5.47M | Buy |
17,347
+4,491
| +35% | +$1.39M | 0.22% | 105 |
|
|
2022
Q4 | $3.86M | Buy |
12,856
+757
| +6% | +$221K | 0.21% | 130 |
|
|
2022
Q3 | $3.24M | Buy |
12,099
+981
| +9% | +$277K | 0.22% | 112 |
|
|
2022
Q2 | $3M | Buy |
11,118
+1,894
| +21% | +$544K | 0.21% | 119 |
|
|
2022
Q1 | $3M | Buy |
9,224
+1,262
| +16% | +$367K | 0.21% | 120 |
|
|
2021
Q4 | $2.39M | Buy |
7,962
+668
| +9% | +$200K | 0.18% | 131 |
|
|
2021
Q3 | $2.08M | Buy |
7,294
+1,235
| +20% | +$332K | 0.21% | 124 |
|
|
2021
Q2 | $1.45M | Buy |
6,059
+1,655
| +38% | +$404K | 0.18% | 145 |
|
|
2021
Q1 | $1.01M | Buy |
4,404
+1,264
| +40% | +$278K | 0.18% | 152 |
|
|
2020
Q4 | $663K | Buy |
3,140
+321
| +11% | +$65.5K | 0.18% | 148 |
|
|
2020
Q3 | $581K | Buy |
2,819
+120
| +4% | +$24K | 0.22% | 117 |
|
|
2020
Q2 | $520K | Sell |
2,699
-716
| -21% | -$133K | 0.3% | 91 |
|
|
2020
Q1 | $564K | Buy |
3,415
+483
| +16% | +$98.9K | 0.47% | 61 |
|
|
2019
Q4 | $611K | Buy |
+2,932
| New | +$581K | 0.45% | 69 |
|
Other funds holding AON
VCM
VPM