Forte Capital’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
1,308
+280
| +27% | +$99.9K | 0.05% | 178 |
|
|
2025
Q1 | $410K | Sell |
1,028
-61
| -6% | -$24.3K | 0.05% | 185 |
|
|
2024
Q4 | $391K | Hold |
1,089
| – | – | 0.04% | 184 |
|
|
2024
Q3 | $377K | Sell |
1,089
-45
| -4% | -$15.6K | 0.04% | 190 |
|
|
2024
Q2 | $333K | Sell |
1,134
-15
| -1% | -$4.4K | 0.04% | 187 |
|
|
2024
Q1 | $383K | Sell |
1,149
-3
| -0.3% | -$1K | 0.05% | 177 |
|
|
2023
Q4 | $335K | Buy |
1,152
+300
| +35% | +$87.3K | 0.05% | 183 |
|
|
2023
Q3 | $276K | Hold |
852
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $294K | Buy |
852
+4
| +0.5% | +$1.38K | 0.04% | 177 |
|
|
2023
Q1 | $267K | Hold |
848
| – | – | 0.04% | 187 |
|
|
2022
Q4 | $255K | Hold |
848
| – | – | 0.04% | 180 |
|
|
2022
Q3 | $227K | Sell |
848
-25
| -3% | -$6.69K | 0.04% | 173 |
|
|
2022
Q2 | $235K | Sell |
873
-350
| -29% | -$94.2K | 0.04% | 181 |
|
|
2022
Q1 | $368K | Hold |
1,223
| – | – | 0.05% | 167 |
|
|
2021
Q4 | $368K | Buy |
+1,223
| New | +$368K | 0.05% | 167 |
|