Jacobi Capital 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 | $398K | Buy |
1,116
+580
| +108% | +$207K | 0.03% | 438 |
|
|
2025
Q1 | $214K | Buy |
+536
| New | +$214K | 0.02% | 548 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1352 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1201 |
|
|
2017
Q1 | – | Sell |
-627
| Closed | -$71K | – | 692 |
|
|
2016
Q4 | $71K | Hold |
627
| – | – | 0.04% | 174 |
|
|
2016
Q3 | $70K | Hold |
627
| – | – | 0.03% | 194 |
|
|
2016
Q2 | $68K | Buy |
+627
| New | +$68K | 0.03% | 188 |
|