Fort Point Capital Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
1,414
-33
| -2% | -$11.8K | 0.04% | 208 |
|
|
2025
Q1 | $577K | Sell |
1,447
-23
| -2% | -$9.18K | 0.06% | 175 |
|
|
2024
Q4 | $528K | Sell |
1,470
-10
| -0.7% | -$3.59K | 0.06% | 188 |
|
|
2024
Q3 | $512K | Buy |
1,480
+88
| +6% | +$30.4K | 0.06% | 178 |
|
|
2024
Q2 | $409K | Buy |
1,392
+10
| +0.7% | +$2.94K | 0.05% | 212 |
|
|
2024
Q1 | $461K | Sell |
1,382
-40
| -3% | -$13.3K | 0.06% | 195 |
|
|
2023
Q4 | $414K | Buy |
1,422
+2
| +0.1% | +$582 | 0.06% | 192 |
|
|
2023
Q3 | $460K | Buy |
1,420
+55
| +4% | +$17.8K | 0.07% | 142 |
|
|
2023
Q2 | $471K | Buy |
1,365
+9
| +0.7% | +$3.11K | 0.07% | 153 |
|
|
2023
Q1 | $428K | Buy |
1,356
+50
| +4% | +$15.8K | 0.06% | 171 |
|
|
2022
Q4 | $392K | Hold |
1,306
| – | – | 0.06% | 168 |
|
|
2022
Q3 | $350K | Buy |
1,306
+153
| +13% | +$41K | 0.06% | 174 |
|
|
2022
Q2 | $311K | Sell |
1,153
-123
| -10% | -$33.2K | 0.05% | 207 |
|
|
2022
Q1 | $416K | Hold |
1,276
| – | – | 0.06% | 189 |
|
|
2021
Q4 | $384K | Hold |
1,276
| – | – | 0.05% | 193 |
|
|
2021
Q3 | $365K | Buy |
+1,276
| New | +$365K | 0.05% | 166 |
|