Financial Counselors Inc’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-725
| Closed | -$242K | – | 562 |
|
|
2024
Q1 | $242K | Buy |
+725
| New | +$242K | ﹤0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-599
| Closed | -$207K | – | 555 |
|
|
2023
Q2 | $207K | Sell |
599
-72
| -11% | -$24.9K | ﹤0.01% | 482 |
|
|
2023
Q1 | $212K | Sell |
671
-364
| -35% | -$115K | ﹤0.01% | 478 |
|
|
2022
Q4 | $311K | Buy |
+1,035
| New | +$311K | 0.01% | 425 |
|
|
2022
Q2 | – | Sell |
-1,184
| Closed | -$386K | – | 504 |
|
|
2022
Q1 | $386K | Sell |
1,184
-76
| -6% | -$24.8K | 0.01% | 393 |
|
|
2021
Q4 | $379K | Buy |
1,260
+169
| +15% | +$50.8K | 0.01% | 395 |
|
|
2021
Q3 | $312K | Hold |
1,091
| – | – | 0.01% | 439 |
|
|
2021
Q2 | $260K | Sell |
1,091
-22
| -2% | -$5.24K | 0.01% | 476 |
|
|
2021
Q1 | $256K | Buy |
1,113
+14
| +1% | +$3.22K | 0.01% | 474 |
|
|
2020
Q4 | $232K | Sell |
1,099
-67
| -6% | -$14.1K | 0.01% | 486 |
|
|
2020
Q3 | $241K | Sell |
1,166
-114
| -9% | -$23.6K | 0.01% | 439 |
|
|
2020
Q2 | $247K | Buy |
+1,280
| New | +$247K | 0.01% | 448 |
|
|
2020
Q1 | – | Sell |
-1,514
| Closed | -$315K | – | 481 |
|
|
2019
Q4 | $315K | Sell |
1,514
-9
| -0.6% | -$1.87K | 0.01% | 415 |
|
|
2019
Q3 | $295K | Sell |
1,523
-175
| -10% | -$33.9K | 0.01% | 418 |
|
|
2019
Q2 | $328K | Buy |
1,698
+118
| +7% | +$22.8K | 0.01% | 383 |
|
|
2019
Q1 | $270K | Sell |
1,580
-104
| -6% | -$17.8K | 0.01% | 420 |
|
|
2018
Q4 | $245K | Sell |
1,684
-33
| -2% | -$4.8K | 0.01% | 399 |
|
|
2018
Q3 | $264K | Hold |
1,717
| – | – | 0.01% | 426 |
|
|
2018
Q2 | $236K | Buy |
1,717
+60
| +4% | +$8.25K | 0.01% | 442 |
|
|
2018
Q1 | $233K | Sell |
1,657
-2,036
| -55% | -$286K | 0.01% | 429 |
|
|
2017
Q4 | $495K | Sell |
3,693
-75
| -2% | -$10.1K | 0.02% | 333 |
|
|
2017
Q3 | $551K | Buy |
3,768
+16
| +0.4% | +$2.34K | 0.03% | 318 |
|
|
2017
Q2 | $499K | Buy |
3,752
+111
| +3% | +$14.8K | 0.02% | 341 |
|
|
2017
Q1 | $432K | Buy |
3,641
+57
| +2% | +$6.76K | 0.02% | 352 |
|
|
2016
Q4 | $400K | Buy |
+3,584
| New | +$400K | 0.02% | 353 |
|
|
2015
Q3 | – | Sell |
-2,361
| Closed | -$235K | – | 444 |
|
|
2015
Q2 | $235K | Buy |
+2,361
| New | +$235K | 0.02% | 399 |
|