Evergreen Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
992
+13
| +1% | +$4.64K | 0.01% | 726 |
|
|
2025
Q1 | $391K | Buy |
979
+51
| +5% | +$20.4K | 0.01% | 604 |
|
|
2024
Q4 | $333K | Buy |
928
+1
| +0.1% | +$359 | 0.01% | 682 |
|
|
2024
Q3 | $321K | Hold |
927
| – | – | 0.01% | 680 |
|
|
2024
Q2 | $272K | Buy |
927
+161
| +21% | +$47.3K | 0.01% | 699 |
|
|
2024
Q1 | $256K | Buy |
+766
| New | +$256K | 0.01% | 697 |
|
|
2023
Q4 | – | Sell |
-739
| Closed | -$240K | – | 850 |
|
|
2023
Q3 | $240K | Buy |
739
+20
| +3% | +$6.48K | 0.01% | 641 |
|
|
2023
Q2 | $248K | Buy |
719
+29
| +4% | +$10K | 0.01% | 637 |
|
|
2023
Q1 | $218K | Buy |
+690
| New | +$218K | 0.01% | 627 |
|
|
2022
Q2 | – | Sell |
-2,298
| Closed | -$748K | – | 569 |
|
|
2022
Q1 | $748K | Buy |
2,298
+22
| +1% | +$7.16K | 0.03% | 315 |
|
|
2021
Q4 | $684K | Buy |
2,276
+3
| +0.1% | +$902 | 0.03% | 334 |
|
|
2021
Q3 | $650K | Buy |
2,273
+48
| +2% | +$13.7K | 0.03% | 326 |
|
|
2021
Q2 | $531K | Buy |
2,225
+75
| +3% | +$17.9K | 0.03% | 330 |
|
|
2021
Q1 | $495K | Buy |
2,150
+27
| +1% | +$6.22K | 0.03% | 321 |
|
|
2020
Q4 | $449K | Sell |
2,123
-15
| -0.7% | -$3.17K | 0.03% | 299 |
|
|
2020
Q3 | $441K | Buy |
2,138
+14
| +0.7% | +$2.89K | 0.03% | 276 |
|
|
2020
Q2 | $409K | Sell |
2,124
-67
| -3% | -$12.9K | 0.03% | 262 |
|
|
2020
Q1 | $362K | Sell |
2,191
-5
| -0.2% | -$826 | 0.03% | 259 |
|
|
2019
Q4 | $457K | Buy |
2,196
+11
| +0.5% | +$2.29K | 0.04% | 265 |
|
|
2019
Q3 | $423K | Hold |
2,185
| – | – | 0.04% | 250 |
|
|
2019
Q2 | $422K | Buy |
2,185
+31
| +1% | +$5.99K | 0.04% | 247 |
|
|
2019
Q1 | $368K | Sell |
2,154
-21
| -1% | -$3.59K | 0.04% | 248 |
|
|
2018
Q4 | $316K | Sell |
2,175
-9
| -0.4% | -$1.31K | 0.03% | 257 |
|
|
2018
Q3 | $336K | Hold |
2,184
| – | – | 0.03% | 266 |
|
|
2018
Q2 | $300K | Hold |
2,184
| – | – | 0.03% | 272 |
|
|
2018
Q1 | $306K | Buy |
2,184
+342
| +19% | +$47.9K | 0.03% | 258 |
|
|
2017
Q4 | $247K | Buy |
+1,842
| New | +$247K | 0.03% | 210 |
|