Fidelis Capital Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
2,027
-44
| -2% | -$16K | 0.07% | 215 |
|
|
2025
Q1 | $695K | Buy |
2,071
+27
| +1% | +$9.07K | 0.07% | 202 |
|
|
2024
Q4 | $766K | Buy |
2,044
+13
| +0.6% | +$4.87K | 0.08% | 194 |
|
|
2024
Q3 | $728K | Buy |
2,031
+21
| +1% | +$7.52K | 0.09% | 195 |
|
|
2024
Q2 | $655K | Sell |
2,010
-1,094
| -35% | -$357K | 0.09% | 180 |
|
|
2024
Q1 | $1.04M | Buy |
3,104
+1,240
| +67% | +$414K | 0.16% | 124 |
|
|
2023
Q4 | $542K | Buy |
1,864
+141
| +8% | +$41K | 0.12% | 163 |
|
|
2023
Q3 | $559K | Buy |
1,723
+164
| +11% | +$53.2K | 0.19% | 119 |
|
|
2023
Q2 | $538K | Buy |
1,559
+82
| +6% | +$28.3K | 0.2% | 122 |
|
|
2023
Q1 | $485K | Buy |
+1,477
| New | +$485K | 0.21% | 121 |
|