Loring Wolcott & Coolidge Fiduciary Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-804
| Closed | -$262K | – | 628 |
|
|
2022
Q1 | $262K | Sell |
804
-185
| -19% | -$60.3K | ﹤0.01% | 271 |
|
|
2021
Q4 | $297K | Hold |
989
| – | – | ﹤0.01% | 263 |
|
|
2021
Q3 | $283K | Sell |
989
-109
| -10% | -$31.2K | ﹤0.01% | 265 |
|
|
2021
Q2 | $262K | Buy |
+1,098
| New | +$262K | ﹤0.01% | 283 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$4K | – | 322 |
|
|
2020
Q4 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 700 |
|