J. Safra Asset Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
618
| – | – | 0.02% | 139 |
|
|
2025
Q1 | $247K | Hold |
618
| – | – | 0.02% | 101 |
|
|
2024
Q4 | $221K | Hold |
618
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $215K | Hold |
618
| – | – | 0.02% | 67 |
|
|
2024
Q2 | $181K | Hold |
618
| – | – | 0.02% | 65 |
|
|
2024
Q1 | $206K | Hold |
618
| – | – | 0.02% | 46 |
|
|
2023
Q4 | $180K | Hold |
618
| – | – | 0.03% | 44 |
|
|
2023
Q3 | $200K | Hold |
618
| – | – | 0.03% | 41 |
|
|
2023
Q2 | $213K | Hold |
618
| – | – | 0.03% | 44 |
|
|
2023
Q1 | $195K | Hold |
618
| – | – | 0.03% | 46 |
|
|
2022
Q4 | $185K | Buy |
618
+453
| +275% | +$136K | 0.03% | 28 |
|
|
2022
Q3 | $0 | Sell |
165
-1
| -0.6% | – | ﹤0.01% | 40 |
|
|
2022
Q2 | $0 | Sell |
166
-35
| -17% | – | ﹤0.01% | 39 |
|
|
2022
Q1 | $0 | Buy |
+201
| New | – | ﹤0.01% | 52 |
|