KMG Fiduciary Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,028
| Closed | -$302K | – | 268 |
|
|
2024
Q2 | $302K | Hold |
1,028
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $343K | Buy |
1,028
+3
| +0.3% | +$1K | 0.04% | 193 |
|
|
2023
Q4 | $298K | Sell |
1,025
-4
| -0.4% | -$1.16K | 0.03% | 200 |
|
|
2023
Q3 | $334K | Hold |
1,029
| – | – | 0.04% | 189 |
|
|
2023
Q2 | $355K | Hold |
1,029
| – | – | 0.05% | 193 |
|
|
2023
Q1 | $324K | Hold |
1,029
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $309K | Buy |
+1,029
| New | +$309K | 0.05% | 198 |
|