Fiduciary Alliance’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
4,563
-959
| -17% | -$342K | 0.12% | 163 |
|
|
2025
Q1 | $2.2M | Sell |
5,522
-2,051
| -27% | -$819K | 0.22% | 105 |
|
|
2024
Q4 | $2.72M | Buy |
+7,573
| New | +$2.72M | 0.28% | 88 |
|
|
2023
Q3 | – | Sell |
-277
| Closed | -$95.6K | – | 207 |
|
|
2023
Q2 | $95.6K | Buy |
+277
| New | +$95.6K | 0.02% | 217 |
|
|
2023
Q1 | – | Sell |
-277
| Closed | -$83.1K | – | 174 |
|
|
2022
Q4 | $83.1K | Buy |
+277
| New | +$83.1K | 0.02% | 181 |
|