Neville Rodie & Shaw’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
1,450
-7
| -0.5% | -$2.5K | 0.04% | 175 |
|
|
2025
Q1 | $581K | Buy |
1,457
+7
| +0.5% | +$2.79K | 0.05% | 166 |
|
|
2024
Q4 | $521K | Hold |
1,450
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $502K | Hold |
1,450
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $426K | Hold |
1,450
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $484K | Hold |
1,450
| – | – | 0.04% | 188 |
|
|
2023
Q4 | $422K | Hold |
1,450
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $470K | Hold |
1,450
| – | – | 0.04% | 186 |
|
|
2023
Q2 | $501K | Hold |
1,450
| – | – | 0.04% | 182 |
|
|
2023
Q1 | $457K | Sell |
1,450
-50
| -3% | -$15.8K | 0.04% | 186 |
|
|
2022
Q4 | $450K | Hold |
1,500
| – | – | 0.04% | 187 |
|
|
2022
Q3 | $402K | Hold |
1,500
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $405K | Hold |
1,500
| – | – | 0.04% | 192 |
|
|
2022
Q1 | $494K | Hold |
1,500
| – | – | 0.04% | 190 |
|
|
2021
Q4 | $451K | Hold |
1,500
| – | – | 0.03% | 200 |
|
|
2021
Q3 | $428K | Hold |
1,500
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $359K | Buy |
1,500
+400
| +36% | +$95.7K | 0.03% | 211 |
|
|
2021
Q1 | $253K | Hold |
1,100
| – | – | 0.02% | 231 |
|
|
2020
Q4 | $232K | Hold |
1,100
| – | – | 0.02% | 230 |
|
|
2020
Q3 | $227K | Hold |
1,100
| – | – | 0.02% | 216 |
|
|
2020
Q2 | $212K | Buy |
+1,100
| New | +$212K | 0.02% | 225 |
|
|
2020
Q1 | – | Sell |
-1,100
| Closed | -$229K | – | 229 |
|
|
2019
Q4 | $229K | Hold |
1,100
| – | – | 0.02% | 230 |
|
|
2019
Q3 | $213K | Hold |
1,100
| – | – | 0.02% | 228 |
|
|
2019
Q2 | $212K | Buy |
+1,100
| New | +$212K | 0.02% | 234 |
|