Global Retirement 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 | $675K | Buy |
+1,892
| New | +$675K | 0.02% | 619 |
|
|
2024
Q4 | $814K | Buy |
2,266
+397
| +21% | +$143K | 0.02% | 498 |
|
|
2024
Q3 | $647K | Buy |
1,869
+11
| +0.6% | +$3.81K | 0.02% | 562 |
|
|
2024
Q2 | $546K | Buy |
1,858
+137
| +8% | +$40.2K | 0.02% | 589 |
|
|
2024
Q1 | $574K | Buy |
1,721
+31
| +2% | +$10.3K | 0.02% | 500 |
|
|
2023
Q4 | $508K | Sell |
1,690
-28
| -2% | -$8.41K | 0.02% | 497 |
|
|
2023
Q3 | $558K | Buy |
1,718
+10
| +0.6% | +$3.25K | 0.03% | 410 |
|
|
2023
Q2 | $589K | Buy |
1,708
+1
| +0.1% | +$345 | 0.03% | 410 |
|
|
2023
Q1 | $547K | Buy |
1,707
+335
| +24% | +$107K | 0.03% | 412 |
|
|
2022
Q4 | $412K | Buy |
1,372
+203
| +17% | +$60.9K | 0.03% | 408 |
|
|
2022
Q3 | $329K | Sell |
1,169
-25
| -2% | -$7.04K | 0.02% | 437 |
|
|
2022
Q2 | $322K | Buy |
1,194
+9
| +0.8% | +$2.43K | 0.03% | 444 |
|
|
2022
Q1 | $318K | Buy |
1,185
+87
| +8% | +$23.3K | 0.03% | 453 |
|
|
2021
Q4 | $330K | Buy |
1,098
+2
| +0.2% | +$601 | 0.26% | 40 |
|
|
2021
Q3 | $313K | Buy |
1,096
+1
| +0.1% | +$286 | 0.03% | 386 |
|
|
2021
Q2 | $261K | Hold |
1,095
| – | – | 0.03% | 405 |
|
|
2021
Q1 | $252K | Sell |
1,095
-38
| -3% | -$8.75K | 0.03% | 377 |
|
|
2020
Q4 | $239K | Hold |
1,133
| – | – | 0.03% | 366 |
|
|
2020
Q3 | $234K | Hold |
1,133
| – | – | 0.03% | 343 |
|
|
2020
Q2 | $218K | Hold |
1,133
| – | – | 0.03% | 338 |
|
|
2020
Q1 | $187K | Hold |
1,133
| – | – | 0.04% | 327 |
|
|
2019
Q4 | $236K | Sell |
1,133
-23
| -2% | -$4.79K | 0.04% | 347 |
|
|
2019
Q3 | $224K | Buy |
1,156
+16
| +1% | +$3.1K | 0.04% | 346 |
|
|
2019
Q2 | $220K | Hold |
1,140
| – | – | 0.04% | 330 |
|
|
2019
Q1 | $195K | Buy |
1,140
+38
| +3% | +$6.5K | 0.05% | 304 |
|
|
2018
Q4 | $160K | Sell |
1,102
-20
| -2% | -$2.9K | 0.04% | 317 |
|
|
2018
Q3 | $173K | Hold |
1,122
| – | – | 0.04% | 319 |
|
|
2018
Q2 | $154K | Hold |
1,122
| – | – | 0.04% | 319 |
|
|
2018
Q1 | $157K | Buy |
1,122
+33
| +3% | +$4.62K | 0.04% | 316 |
|
|
2017
Q4 | $146K | Buy |
1,089
+44
| +4% | +$5.9K | 0.04% | 297 |
|
|
2017
Q3 | $153K | Hold |
1,045
| – | – | 0.06% | 264 |
|
|
2017
Q2 | $139K | Hold |
1,045
| – | – | 0.07% | 258 |
|
|
2017
Q1 | $124K | Hold |
1,045
| – | – | 0.07% | 247 |
|
|
2016
Q4 | $117K | Buy |
+1,045
| New | +$117K | 0.08% | 220 |
|