FineMark National Bank & 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 | $421K | Buy |
1,179
+8
| +0.7% | +$2.85K | 0.01% | 322 |
|
|
2025
Q1 | $467K | Sell |
1,171
-25
| -2% | -$9.98K | 0.02% | 302 |
|
|
2024
Q4 | $430K | Hold |
1,196
| – | – | 0.02% | 301 |
|
|
2024
Q3 | $414K | Hold |
1,196
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $351K | Hold |
1,196
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $399K | Buy |
1,196
+300
| +33% | +$100K | 0.01% | 309 |
|
|
2023
Q4 | $261K | Buy |
896
+3
| +0.3% | +$873 | 0.01% | 357 |
|
|
2023
Q3 | $290K | Buy |
893
+200
| +29% | +$64.8K | 0.01% | 339 |
|
|
2023
Q2 | $239K | Sell |
693
-41
| -6% | -$14.2K | 0.01% | 380 |
|
|
2023
Q1 | $231K | Buy |
+734
| New | +$231K | 0.01% | 372 |
|
|
2015
Q4 | – | Sell |
-61
| Closed | -$5K | – | 1348 |
|
|
2015
Q3 | $5K | Buy |
61
+21
| +53% | +$1.72K | ﹤0.01% | 1083 |
|
|
2015
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 1136 |
|