First Personal Financial Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37K | Buy |
+107
| New | +$37K | 0.01% | 217 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$2K | – | 309 |
|
|
2019
Q4 | $2K | Sell |
11
-63
| -85% | -$11.5K | ﹤0.01% | 351 |
|
|
2019
Q3 | $14K | Hold |
74
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $14K | Buy |
74
+11
| +17% | +$2.08K | ﹤0.01% | 448 |
|
|
2019
Q1 | $11K | Sell |
63
-11
| -15% | -$1.92K | ﹤0.01% | 478 |
|
|
2018
Q4 | $11K | Sell |
74
-93
| -56% | -$13.8K | ﹤0.01% | 450 |
|
|
2018
Q3 | $26K | Buy |
167
+5
| +3% | +$778 | 0.01% | 373 |
|
|
2018
Q2 | $22K | Sell |
162
-55,809
| -100% | -$7.58M | 0.01% | 382 |
|
|
2018
Q1 | $7.85M | Buy |
55,971
+6
| +0% | +$842 | 1.72% | 8 |
|
|
2017
Q4 | $7.5M | Buy |
55,965
+246
| +0.4% | +$33K | 1.46% | 13 |
|
|
2017
Q3 | $8.14M | Hold |
55,719
| – | – | 1.72% | 8 |
|
|
2017
Q2 | $7.41M | Hold |
55,719
| – | – | 1.62% | 8 |
|
|
2017
Q1 | $6.61M | Hold |
55,719
| – | – | 1.59% | 11 |
|
|
2016
Q4 | $6.21M | Buy |
55,719
+880
| +2% | +$98.1K | 1.64% | 8 |
|
|
2016
Q3 | $6.17M | Buy |
54,839
+10,115
| +23% | +$1.14M | 1.8% | 9 |
|
|
2016
Q2 | $4.89M | Buy |
+44,724
| New | +$4.89M | 1.67% | 10 |
|
|
2015
Q1 | – | Sell |
-31
| Closed | -$2K | – | 585 |
|
|
2014
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 352 |
|