Heron Financial Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.93M | Buy |
5,583
+90
| +2% | +$31.1K | 1.04% | 23 |
|
|
2023
Q1 | $1.73M | Sell |
5,493
-185
| -3% | -$58.3K | 0.95% | 24 |
|
|
2022
Q4 | $1.71M | Sell |
5,678
-111
| -2% | -$33.3K | 1.14% | 17 |
|
|
2022
Q3 | $1.55M | Buy |
5,789
+20
| +0.3% | +$5.36K | 0.96% | 20 |
|
|
2022
Q2 | $1.56M | Sell |
5,769
-25
| -0.4% | -$6.74K | 0.94% | 24 |
|
|
2022
Q1 | $1.89M | Buy |
5,794
+92
| +2% | +$30K | 0.98% | 20 |
|
|
2021
Q4 | $1.58M | Hold |
5,702
| – | – | 0.85% | 26 |
|
|
2021
Q3 | $1.63M | Buy |
5,702
+80
| +1% | +$22.9K | 0.91% | 21 |
|
|
2021
Q2 | $1.34M | Sell |
5,622
-5
| -0.1% | -$1.19K | 0.77% | 30 |
|
|
2021
Q1 | $1.3M | Buy |
5,627
+50
| +0.9% | +$11.6K | 0.79% | 28 |
|
|
2020
Q4 | $1.15M | Sell |
5,577
-202
| -3% | -$41.7K | 0.8% | 29 |
|
|
2020
Q3 | $1.19M | Buy |
5,779
+225
| +4% | +$46.4K | 0.96% | 27 |
|
|
2020
Q2 | $1.1M | Sell |
5,554
-169
| -3% | -$33.4K | 0.98% | 26 |
|
|
2020
Q1 | $1.11M | Sell |
5,723
-49
| -0.8% | -$9.5K | 1.14% | 22 |
|
|
2019
Q4 | $1.34M | Buy |
+5,772
| New | +$1.34M | 1.1% | 21 |
|