IFP
Independent Franchise Partners’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528M | Sell |
1,480,916
-102,305
| -6% | -$36.5M | 3.51% | 18 |
|
|
2025
Q1 | $632M | Sell |
1,583,221
-433,751
| -22% | -$173M | 4.51% | 11 |
|
|
2024
Q4 | $724M | Buy |
2,016,972
+45,075
| +2% | +$16.2M | 5.44% | 10 |
|
|
2024
Q3 | $682M | Sell |
1,971,897
-437,633
| -18% | -$151M | 6.02% | 8 |
|
|
2024
Q2 | $707M | Buy |
2,409,530
+49,161
| +2% | +$14.4M | 6.51% | 4 |
|
|
2024
Q1 | $788M | Buy |
2,360,369
+427,008
| +22% | +$143M | 6.52% | 4 |
|
|
2023
Q4 | $563M | Sell |
1,933,361
-93,004
| -5% | -$27.1M | 4.78% | 10 |
|
|
2023
Q3 | $657M | Sell |
2,026,365
-13,846
| -0.7% | -$4.49M | 5.7% | 5 |
|
|
2023
Q2 | $704M | Buy |
2,040,211
+3,478
| +0.2% | +$1.2M | 5.89% | 5 |
|
|
2023
Q1 | $642M | Sell |
2,036,733
-7,879
| -0.4% | -$2.48M | 5.78% | 7 |
|
|
2022
Q4 | $614M | Sell |
2,044,612
-37,845
| -2% | -$11.4M | 6.01% | 4 |
|
|
2022
Q3 | $558M | Sell |
2,082,457
-65,551
| -3% | -$17.6M | 5.87% | 3 |
|
|
2022
Q2 | $579M | Sell |
2,148,008
-64,853
| -3% | -$17.5M | 5.45% | 5 |
|
|
2022
Q1 | $721M | Sell |
2,212,861
-110,993
| -5% | -$36.1M | 5.69% | 3 |
|
|
2021
Q4 | $698M | Sell |
2,323,854
-838,647
| -27% | -$252M | 5.5% | 6 |
|
|
2021
Q3 | $904M | Sell |
3,162,501
-236,352
| -7% | -$67.5M | 7.1% | 1 |
|
|
2021
Q2 | $812M | Buy |
3,398,853
+8,592
| +0.3% | +$2.05M | 6.05% | 5 |
|
|
2021
Q1 | $780M | Buy |
3,390,261
+53,103
| +2% | +$12.2M | 6.21% | 5 |
|
|
2020
Q4 | $705M | Buy |
3,337,158
+648,392
| +24% | +$137M | 6.06% | 5 |
|
|
2020
Q3 | $555M | Buy |
+2,688,766
| New | +$555M | 5.5% | 6 |
|