First Foundation Advisors’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 | $2.8M | Sell |
8,678
-1,200
| -12% | -$399K | 0.11% | 120 |
|
|
2025
Q4 | $3.49M | Sell |
9,878
-1,303
| -12% | -$455K | 0.13% | 102 |
|
|
2025
Q3 | $3.99M | Sell |
11,181
-2,300
| -17% | -$832K | 0.15% | 100 |
|
|
2025
Q2 | $4.81M | Sell |
13,481
-2,542
| -16% | -$921K | 0.18% | 85 |
|
|
2025
Q1 | $6.39M | Sell |
16,023
-4,406
| -22% | -$1.69M | 0.26% | 64 |
|
|
2024
Q4 | $7.34M | Sell |
20,429
-14,041
| -41% | -$5.16M | 0.28% | 61 |
|
|
2024
Q3 | $11.9M | Sell |
34,470
-1,612
| -4% | -$527K | 0.45% | 52 |
|
|
2024
Q2 | $10.6M | Buy |
36,082
+14,368
| +66% | +$4.25M | 0.4% | 56 |
|
|
2024
Q1 | $7.25M | Sell |
21,714
-984
| -4% | -$305K | 0.29% | 67 |
|
|
2023
Q4 | $6.61M | Sell |
22,698
-6,282
| -22% | -$2.01M | 0.3% | 66 |
|
|
2023
Q3 | $9.4M | Buy |
28,980
+823
| +3% | +$272K | 0.44% | 58 |
|
|
2023
Q2 | $9.72M | Sell |
28,157
-1,082
| -4% | -$351K | 0.42% | 58 |
|
|
2023
Q1 | $9.22M | Sell |
29,239
-443
| -1% | -$137K | 0.42% | 56 |
|
|
2022
Q4 | $8.91M | Sell |
29,682
-3,349
| -10% | -$979K | 0.43% | 58 |
|
|
2022
Q3 | $8.85M | Sell |
33,031
-654
| -2% | -$185K | 0.43% | 54 |
|
|
2022
Q2 | $9.08M | Sell |
33,685
-10,491
| -24% | -$3.02M | 0.4% | 53 |
|
|
2022
Q1 | $14.4M | Sell |
44,176
-31,646
| -42% | -$9.2M | 0.52% | 49 |
|
|
2021
Q4 | $22.8M | Sell |
75,822
-2,747
| -3% | -$824K | 0.78% | 35 |
|
|
2021
Q3 | $22.5M | Sell |
78,569
-1,640
| -2% | -$441K | 0.84% | 31 |
|
|
2021
Q2 | $19.2M | Buy |
80,209
+53
| +0.1% | +$13K | 0.74% | 36 |
|
|
2021
Q1 | $18.4M | Sell |
80,156
-2,878
| -3% | -$634K | 0.79% | 33 |
|
|
2020
Q4 | $17.5M | Buy |
83,034
+3,969
| +5% | +$810K | 0.78% | 34 |
|
|
2020
Q3 | $16.3M | Buy |
79,065
+9,378
| +13% | +$1.87M | 0.76% | 29 |
|
|
2020
Q2 | $13.4M | Buy |
+69,687
| New | +$13M | 0.69% | 34 |
|
|
2017
Q3 | – | Sell |
-18,943
| Closed | -$2.52M | – | 312 |
|
|
2017
Q2 | $2.52M | Buy |
18,943
+10
| +0.1% | +$1.26K | 0.15% | 90 |
|
|
2017
Q1 | $2.25M | Sell |
18,933
-160
| -0.8% | -$18.5K | 0.14% | 97 |
|
|
2016
Q4 | $2.13M | Buy |
19,093
+46
| +0.2% | +$5.13K | 0.14% | 101 |
|
|
2016
Q3 | $2.14M | Sell |
19,047
-99
| -0.5% | -$10.9K | 0.15% | 93 |
|
|
2016
Q2 | $2.09M | Buy |
19,146
+137
| +0.7% | +$14.5K | 0.15% | 91 |
|
|
2016
Q1 | $1.99M | Buy |
19,009
+86
| +0.5% | +$8.06K | 0.14% | 91 |
|
|
2015
Q4 | $1.75M | Sell |
18,923
-543
| -3% | -$50.6K | 0.12% | 101 |
|
|
2015
Q3 | $1.73M | Hold |
19,466
| – | – | 0.14% | 90 |
|
|
2015
Q2 | $1.94M | Sell |
19,466
-102
| -0.5% | -$10.2K | 0.15% | 83 |
|
|
2015
Q1 | $1.88M | Sell |
19,568
-1,874
| -9% | -$181K | 0.16% | 75 |
|
|
2014
Q4 | $2.03M | Sell |
21,442
-146,160
| -87% | -$13.1M | 0.18% | 70 |
|
|
2014
Q3 | $14.7M | Buy |
167,602
+5,107
| +3% | +$446K | 1.46% | 25 |
|
|
2014
Q2 | $14.6M | Buy |
162,495
+5,691
| +4% | +$493K | 1.6% | 29 |
|
|
2014
Q1 | $13.2M | Sell |
156,804
-121,588
| -44% | -$10.1M | 1.64% | 30 |
|
|
2013
Q4 | $23.4M | Sell |
278,392
-725
| -0.3% | -$57.4K | 3.14% | 6 |
|
|
2013
Q3 | $20.8M | Buy |
279,117
+11,013
| +4% | +$756K | 3.23% | 4 |
|
|
2013
Q2 | $17.3M | Buy |
+268,104
| New | +$17M | 3.38% | 9 |
|
Other funds holding AON
VCM
VPM