Marshall Financial Group (Maryland)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,920
| Closed | -$974K | – | 172 |
|
|
2024
Q1 | $974K | Buy |
2,920
+286
| +11% | +$95.4K | 0.28% | 99 |
|
|
2023
Q4 | $767K | Buy |
+2,634
| New | +$767K | 0.25% | 110 |
|
|
2022
Q2 | – | Sell |
-998
| Closed | -$325K | – | 185 |
|
|
2022
Q1 | $325K | Sell |
998
-75
| -7% | -$24.4K | 0.13% | 163 |
|
|
2021
Q4 | $323K | Sell |
1,073
-3,388
| -76% | -$1.02M | 0.12% | 172 |
|
|
2021
Q3 | $1.28M | Buy |
4,461
+232
| +5% | +$66.3K | 0.66% | 39 |
|
|
2021
Q2 | $1.01M | Sell |
4,229
-728
| -15% | -$174K | 0.55% | 58 |
|
|
2021
Q1 | $1.14M | Buy |
4,957
+248
| +5% | +$57.1K | 0.68% | 55 |
|
|
2020
Q4 | $995K | Buy |
+4,709
| New | +$995K | 0.65% | 64 |
|