Montag & Associates’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$359K | – | 997 |
|
|
2024
Q4 | $359K | Buy |
+1,000
| New | +$359K | 0.02% | 346 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$31.5K | – | 915 |
|
|
2023
Q1 | $31.5K | Sell |
100
-150
| -60% | -$47.3K | ﹤0.01% | 614 |
|
|
2022
Q4 | $75K | Hold |
250
| – | – | 0.01% | 483 |
|
|
2022
Q3 | $67K | Hold |
250
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $67K | Hold |
250
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $81K | Hold |
250
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $75K | Hold |
250
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $71K | Hold |
250
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $60K | Hold |
250
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $58K | Hold |
250
| – | – | ﹤0.01% | 536 |
|
|
2020
Q4 | $53K | Buy |
+250
| New | +$53K | ﹤0.01% | 529 |
|