Exchange Bank’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
805
-24
| -3% | -$8.56K | 0.23% | 98 |
|
|
2025
Q1 | $331K | Sell |
829
-4
| -0.5% | -$1.6K | 0.27% | 91 |
|
|
2024
Q4 | $299K | Buy |
833
+1
| +0.1% | +$359 | 0.24% | 92 |
|
|
2024
Q3 | $288K | Hold |
832
| – | – | 0.24% | 95 |
|
|
2024
Q2 | $244K | Sell |
832
-37
| -4% | -$10.9K | 0.21% | 99 |
|
|
2024
Q1 | $290K | Hold |
869
| – | – | 0.24% | 91 |
|
|
2023
Q4 | $253K | Hold |
869
| – | – | 0.22% | 98 |
|
|
2023
Q3 | $282K | Hold |
869
| – | – | 0.27% | 83 |
|
|
2023
Q2 | $300K | Buy |
+869
| New | +$300K | 0.29% | 83 |
|