Greenleaf Trust’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Sell |
4,498
-526
| -10% | -$188K | 0.01% | 235 |
|
2025
Q1 | $2.01M | Buy |
5,024
+287
| +6% | +$115K | 0.02% | 196 |
|
2024
Q4 | $1.7M | Buy |
4,737
+621
| +15% | +$223K | 0.02% | 222 |
|
2024
Q3 | $1.42M | Buy |
4,116
+20
| +0.5% | +$6.92K | 0.01% | 262 |
|
2024
Q2 | $1.2M | Sell |
4,096
-134
| -3% | -$39.3K | 0.01% | 267 |
|
2024
Q1 | $1.41M | Sell |
4,230
-139
| -3% | -$46.4K | 0.01% | 235 |
|
2023
Q4 | $1.27M | Sell |
4,369
-24
| -0.5% | -$6.98K | 0.01% | 251 |
|
2023
Q3 | $1.42M | Buy |
4,393
+252
| +6% | +$81.7K | 0.02% | 208 |
|
2023
Q2 | $1.43M | Sell |
4,141
-206
| -5% | -$71.1K | 0.02% | 214 |
|
2023
Q1 | $1.37M | Buy |
4,347
+152
| +4% | +$47.9K | 0.02% | 225 |
|
2022
Q4 | $1.26M | Buy |
4,195
+227
| +6% | +$68.1K | 0.02% | 227 |
|
2022
Q3 | $1.06M | Buy |
3,968
+345
| +10% | +$92.4K | 0.02% | 229 |
|
2022
Q2 | $977K | Buy |
3,623
+94
| +3% | +$25.3K | 0.01% | 235 |
|
2022
Q1 | $1.15M | Buy |
3,529
+475
| +16% | +$155K | 0.01% | 222 |
|
2021
Q4 | $918K | Buy |
3,054
+247
| +9% | +$74.2K | 0.01% | 266 |
|
2021
Q3 | $802K | Buy |
2,807
+154
| +6% | +$44K | 0.01% | 275 |
|
2021
Q2 | $633K | Buy |
2,653
+11
| +0.4% | +$2.63K | 0.01% | 336 |
|
2021
Q1 | $608K | Buy |
2,642
+438
| +20% | +$101K | 0.01% | 326 |
|
2020
Q4 | $466K | Buy |
2,204
+24
| +1% | +$5.07K | 0.01% | 362 |
|
2020
Q3 | $450K | Sell |
2,180
-46
| -2% | -$9.5K | 0.01% | 306 |
|
2020
Q2 | $429K | Sell |
2,226
-1,216
| -35% | -$234K | 0.01% | 318 |
|
2020
Q1 | $568K | Buy |
3,442
+1,654
| +93% | +$273K | 0.01% | 204 |
|
2019
Q4 | $372K | Buy |
1,788
+158
| +10% | +$32.9K | 0.01% | 359 |
|
2019
Q3 | $316K | Buy |
1,630
+96
| +6% | +$18.6K | ﹤0.01% | 394 |
|
2019
Q2 | $296K | Buy |
1,534
+150
| +11% | +$28.9K | ﹤0.01% | 405 |
|
2019
Q1 | $236K | Buy |
+1,384
| New | +$236K | ﹤0.01% | 450 |
|
2018
Q1 | – | Sell |
-78
| Closed | -$10K | – | 541 |
|
2017
Q4 | $10K | Hold |
78
| – | – | ﹤0.01% | 653 |
|
2017
Q3 | $11K | Buy |
+78
| New | +$11K | ﹤0.01% | 646 |
|