Fortis Capital Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
2,839
-11
| -0.4% | -$3.92K | 0.18% | 86 |
|
|
2025
Q1 | $1.14M | Buy |
+2,850
| New | +$1.14M | 0.23% | 74 |
|
|
2023
Q2 | – | Sell |
-39
| Closed | -$12.3K | – | 135 |
|
|
2023
Q1 | $12.3K | Sell |
39
-463
| -92% | -$146K | 0.01% | 447 |
|
|
2022
Q4 | $151K | Buy |
+502
| New | +$151K | 0.09% | 143 |
|