Fiduciary Trust’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
977
+34
| +4% | +$12.1K | ﹤0.01% | 631 |
|
|
2025
Q1 | $376K | Buy |
943
+2
| +0.2% | +$798 | ﹤0.01% | 600 |
|
|
2024
Q4 | $338K | Buy |
941
+95
| +11% | +$34.1K | ﹤0.01% | 553 |
|
|
2024
Q3 | $293K | Buy |
846
+12
| +1% | +$4.15K | ﹤0.01% | 568 |
|
|
2024
Q2 | $245K | Buy |
834
+51
| +7% | +$15K | ﹤0.01% | 573 |
|
|
2024
Q1 | $261K | Buy |
+783
| New | +$261K | ﹤0.01% | 582 |
|
|
2021
Q2 | – | Sell |
-1,527
| Closed | -$352K | – | 636 |
|
|
2021
Q1 | $352K | Hold |
1,527
| – | – | 0.01% | 511 |
|
|
2020
Q4 | $323K | Hold |
1,527
| – | – | 0.01% | 493 |
|
|
2020
Q3 | $315K | Sell |
1,527
-33
| -2% | -$6.81K | 0.01% | 462 |
|
|
2020
Q2 | $301K | Sell |
1,560
-267
| -15% | -$51.5K | 0.01% | 456 |
|
|
2020
Q1 | $301K | Sell |
1,827
-240
| -12% | -$39.5K | 0.01% | 418 |
|
|
2019
Q4 | $430K | Hold |
2,067
| – | – | 0.01% | 403 |
|
|
2019
Q3 | $400K | Buy |
2,067
+260
| +14% | +$50.3K | 0.01% | 409 |
|
|
2019
Q2 | $348K | Hold |
1,807
| – | – | 0.01% | 403 |
|
|
2019
Q1 | $309K | Sell |
1,807
-199
| -10% | -$34K | 0.01% | 409 |
|
|
2018
Q4 | $292K | Sell |
2,006
-557
| -22% | -$81.1K | 0.01% | 388 |
|
|
2018
Q3 | $394K | Buy |
+2,563
| New | +$394K | 0.01% | 364 |
|
|
2017
Q3 | – | Sell |
-810
| Closed | -$108K | – | 430 |
|
|
2017
Q2 | $108K | Buy |
+810
| New | +$108K | ﹤0.01% | 525 |
|