Fairfield Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-602
| Closed | -$216K | – | 76 |
|
|
2024
Q4 | $216K | Sell |
602
-55
| -8% | -$19.8K | 0.08% | 61 |
|
|
2024
Q3 | $227K | Hold |
657
| – | – | 0.08% | 64 |
|
|
2024
Q2 | $193K | Buy |
+657
| New | +$193K | 0.06% | 69 |
|
|
2023
Q4 | $175K | Hold |
600
| – | – | 0.07% | 76 |
|
|
2023
Q3 | $195K | Buy |
600
+280
| +88% | +$90.8K | 0.08% | 66 |
|
|
2023
Q2 | $110K | Hold |
320
| – | – | 0.04% | 92 |
|
|
2023
Q1 | $100K | Buy |
320
+65
| +25% | +$20.3K | 0.04% | 97 |
|
|
2022
Q4 | $76.5K | Hold |
255
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $68.3K | Buy |
255
+85
| +50% | +$22.8K | 0.03% | 101 |
|
|
2022
Q2 | $45.8K | Buy |
170
+80
| +89% | +$21.6K | 0.02% | 121 |
|
|
2022
Q1 | $29.3K | Buy |
+90
| New | +$29.3K | 0.01% | 155 |
|