GIM
Grassi Investment Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
1,000
-400
| -29% | -$143K | 0.03% | 105 |
|
|
2025
Q1 | $559K | Hold |
1,400
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $503K | Hold |
1,400
| – | – | 0.04% | 94 |
|
|
2024
Q3 | $484K | Hold |
1,400
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $411K | Sell |
1,400
-1,200
| -46% | -$352K | 0.04% | 105 |
|
|
2024
Q1 | $868K | Sell |
2,600
-400
| -13% | -$134K | 0.08% | 77 |
|
|
2023
Q4 | $873K | Hold |
3,000
| – | – | 0.09% | 77 |
|
|
2023
Q3 | $973K | Sell |
3,000
-100
| -3% | -$32.4K | 0.11% | 76 |
|
|
2023
Q2 | $1.07M | Buy |
+3,100
| New | +$1.07M | 0.12% | 74 |
|