Forum Financial 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 | $510K | Buy |
1,430
+440
| +44% | +$157K | 0.01% | 398 |
|
|
2025
Q1 | $395K | Buy |
990
+40
| +4% | +$16K | 0.01% | 457 |
|
|
2024
Q4 | $341K | Buy |
950
+40
| +4% | +$14.4K | 0.01% | 540 |
|
|
2024
Q3 | $315K | Hold |
910
| – | – | 0.01% | 490 |
|
|
2024
Q2 | $267K | Sell |
910
-466
| -34% | -$137K | ﹤0.01% | 529 |
|
|
2024
Q1 | $459K | Buy |
1,376
+311
| +29% | +$104K | 0.01% | 351 |
|
|
2023
Q4 | $310K | Buy |
1,065
+7
| +0.7% | +$2.04K | 0.01% | 439 |
|
|
2023
Q3 | $343K | Hold |
1,058
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $365K | Sell |
1,058
-86
| -8% | -$29.7K | 0.01% | 379 |
|
|
2023
Q1 | $361K | Buy |
1,144
+96
| +9% | +$30.3K | 0.01% | 349 |
|
|
2022
Q4 | $315K | Sell |
1,048
-7
| -0.7% | -$2.1K | 0.01% | 377 |
|
|
2022
Q3 | $283K | Sell |
1,055
-115
| -10% | -$30.8K | 0.01% | 365 |
|
|
2022
Q2 | $316K | Buy |
1,170
+97
| +9% | +$26.2K | 0.02% | 338 |
|
|
2022
Q1 | $349K | Buy |
1,073
+20
| +2% | +$6.51K | 0.02% | 329 |
|
|
2021
Q4 | $316K | Buy |
+1,053
| New | +$316K | 0.02% | 392 |
|