Fiduciary Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.98M | Buy |
21,616
+194
| +0.9% | +$64.5K | 0.6% | 43 |
|
|
2025
Q4 | $7.56M | Sell |
21,422
-207
| -1% | -$72.3K | 0.63% | 42 |
|
|
2025
Q3 | $7.71M | Sell |
21,629
-278
| -1% | -$101K | 0.68% | 38 |
|
|
2025
Q2 | $7.82M | Sell |
21,907
-80
| -0.4% | -$29K | 0.74% | 36 |
|
|
2025
Q1 | $8.77M | Sell |
21,987
-124
| -0.6% | -$47.5K | 0.88% | 34 |
|
|
2024
Q4 | $7.94M | Sell |
22,111
-398
| -2% | -$146K | 0.8% | 33 |
|
|
2024
Q3 | $7.79M | Sell |
22,509
-617
| -3% | -$202K | 0.79% | 37 |
|
|
2024
Q2 | $6.79M | Sell |
23,126
-1,436
| -6% | -$425K | 0.73% | 35 |
|
|
2024
Q1 | $8.2M | Sell |
24,562
-1,308
| -5% | -$406K | 0.89% | 29 |
|
|
2023
Q4 | $7.53M | Sell |
25,870
-2,541
| -9% | -$813K | 0.88% | 32 |
|
|
2023
Q3 | $9.21M | Sell |
28,411
-421
| -1% | -$139K | 1.18% | 24 |
|
|
2023
Q2 | $9.95M | Sell |
28,832
-350
| -1% | -$114K | 1.22% | 21 |
|
|
2023
Q1 | $9.2M | Sell |
29,182
-724
| -2% | -$224K | 1.2% | 22 |
|
|
2022
Q4 | $8.98M | Sell |
29,906
-264
| -0.9% | -$77.1K | 1.2% | 24 |
|
|
2022
Q3 | $8.94M | Sell |
30,170
-601
| -2% | -$170K | 1.16% | 25 |
|
|
2022
Q2 | $9.13M | Sell |
30,771
-282
| -0.9% | -$81.1K | 1.14% | 26 |
|
|
2022
Q1 | $8.54M | Sell |
31,053
-332
| -1% | -$96.6K | 1.13% | 28 |
|
|
2021
Q4 | $9.43M | Buy |
31,385
+384
| +1% | +$115K | 1.05% | 28 |
|
|
2021
Q3 | $9.93M | Sell |
31,001
-181
| -0.6% | -$48.6K | 1.13% | 28 |
|
|
2021
Q2 | $8.09M | Buy |
31,182
+917
| +3% | +$224K | 0.94% | 32 |
|
|
2021
Q1 | $7.61M | Buy |
30,265
+567
| +2% | +$125K | 0.93% | 36 |
|
|
2020
Q4 | $6.81M | Buy |
29,698
+493
| +2% | +$101K | 0.9% | 35 |
|
|
2020
Q3 | $6.03M | Buy |
29,205
+370
| +1% | +$73.9K | 0.91% | 36 |
|
|
2020
Q2 | $5.55M | Buy |
28,835
+288
| +1% | +$53.7K | 0.93% | 32 |
|
|
2020
Q1 | $4.71M | Sell |
28,547
-312
| -1% | -$63.9K | 0.92% | 33 |
|
|
2019
Q4 | $6.01M | Buy |
28,859
+920
| +3% | +$182K | 0.96% | 37 |
|
|
2019
Q3 | $5.41M | Buy |
27,939
+119
| +0.4% | +$23K | 0.95% | 39 |
|
|
2019
Q2 | $5.37M | Buy |
27,820
+300
| +1% | +$54.4K | 0.96% | 35 |
|
|
2019
Q1 | $4.7M | Sell |
27,520
-379
| -1% | -$61.5K | 0.87% | 37 |
|
|
2018
Q4 | $4.05M | Buy |
27,899
+631
| +2% | +$98K | 0.84% | 40 |
|
|
2018
Q3 | $4.19M | Sell |
27,268
-103
| -0.4% | -$15.1K | 0.82% | 42 |
|
|
2018
Q2 | $3.75M | Buy |
27,371
+1,088
| +4% | +$153K | 0.79% | 43 |
|
|
2018
Q1 | $3.69M | Buy |
26,283
+504
| +2% | +$70.6K | 0.8% | 43 |
|
|
2017
Q4 | $3.45M | Sell |
25,779
-215
| -0.8% | -$30.6K | 0.74% | 44 |
|
|
2017
Q3 | $3.8M | Buy |
25,994
+2,903
| +13% | +$405K | 0.85% | 41 |
|
|
2017
Q2 | $3.07M | Buy |
23,091
+961
| +4% | +$122K | 0.71% | 46 |
|
|
2017
Q1 | $2.63M | Buy |
22,130
+2,062
| +10% | +$238K | 0.62% | 51 |
|
|
2016
Q4 | $2.24M | Buy |
20,068
+2,242
| +13% | +$250K | 0.58% | 54 |
|
|
2016
Q3 | $2M | Buy |
17,826
+138
| +0.8% | +$15.2K | 0.54% | 61 |
|
|
2016
Q2 | $1.93M | Buy |
17,688
+360
| +2% | +$38.1K | 0.54% | 60 |
|
|
2016
Q1 | $1.81M | Sell |
17,328
-2,410
| -12% | -$226K | 0.52% | 58 |
|
|
2015
Q4 | $1.82M | Buy |
19,738
+3,502
| +22% | +$326K | 0.54% | 57 |
|
|
2015
Q3 | $1.44M | Sell |
16,236
-3,359
| -17% | -$325K | 0.48% | 67 |
|
|
2015
Q2 | $1.95M | Buy |
+19,595
| New | +$1.96M | 0.61% | 55 |
|
Other funds holding AON
VCM
VPM