Fortis Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
1,227
-64
| -5% | -$22.8K | 0.07% | 112 |
|
|
2025
Q1 | $515K | Sell |
1,291
-12,329
| -91% | -$4.92M | 0.1% | 103 |
|
|
2024
Q4 | $4.89M | Buy |
13,620
+73
| +0.5% | +$26.2K | 0.9% | 33 |
|
|
2024
Q3 | $4.69M | Sell |
13,547
-1,503
| -10% | -$520K | 0.94% | 32 |
|
|
2024
Q2 | $4.42M | Buy |
15,050
+9,349
| +164% | +$2.74M | 0.94% | 28 |
|
|
2024
Q1 | $1.9M | Buy |
5,701
+1,867
| +49% | +$623K | 0.5% | 42 |
|
|
2023
Q4 | $1.12M | Buy |
3,834
+400
| +12% | +$116K | 0.29% | 80 |
|
|
2023
Q3 | $1.11M | Buy |
3,434
+355
| +12% | +$115K | 0.35% | 66 |
|
|
2023
Q2 | $1.06M | Buy |
+3,079
| New | +$1.06M | 0.38% | 48 |
|
|
2020
Q4 | – | Sell |
-9,501
| Closed | -$1.96M | – | 92 |
|
|
2020
Q3 | $1.96M | Hold |
9,501
| – | – | 1.56% | 23 |
|
|
2020
Q2 | $1.83M | Buy |
+9,501
| New | +$1.83M | 2.06% | 16 |
|