L.J. Altfest & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Buy |
1,841
+117
| +7% | +$41.7K | 0.08% | 186 |
|
|
2025
Q1 | $688K | Sell |
1,724
-2
| -0.1% | -$798 | 0.09% | 168 |
|
|
2024
Q4 | $620K | Sell |
1,726
-10
| -0.6% | -$3.59K | 0.08% | 176 |
|
|
2024
Q3 | $601K | Sell |
1,736
-1,260
| -42% | -$436K | 0.08% | 189 |
|
|
2024
Q2 | $880K | Buy |
2,996
+200
| +7% | +$58.7K | 0.12% | 126 |
|
|
2024
Q1 | $933K | Buy |
2,796
+1,473
| +111% | +$492K | 0.13% | 124 |
|
|
2023
Q4 | $385K | Hold |
1,323
| – | – | 0.06% | 219 |
|
|
2023
Q3 | $429K | Hold |
1,323
| – | – | 0.07% | 200 |
|
|
2023
Q2 | $457K | Hold |
1,323
| – | – | 0.07% | 190 |
|
|
2023
Q1 | $417K | Hold |
1,323
| – | – | 0.07% | 188 |
|
|
2022
Q4 | $397K | Sell |
1,323
-24
| -2% | -$7.2K | 0.07% | 174 |
|
|
2022
Q3 | $361K | Hold |
1,347
| – | – | 0.07% | 177 |
|
|
2022
Q2 | $363K | Buy |
1,347
+423
| +46% | +$114K | 0.07% | 180 |
|
|
2022
Q1 | $301K | Sell |
924
-23
| -2% | -$7.49K | 0.05% | 203 |
|
|
2021
Q4 | $285K | Buy |
947
+47
| +5% | +$14.1K | 0.05% | 210 |
|
|
2021
Q3 | $257K | Sell |
900
-433
| -32% | -$124K | 0.05% | 225 |
|
|
2021
Q2 | $318K | Buy |
1,333
+459
| +53% | +$109K | 0.07% | 200 |
|
|
2021
Q1 | $201K | Buy |
+874
| New | +$201K | 0.05% | 260 |
|