NorthRock Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
4,599
+951
| +26% | +$339K | 0.04% | 159 |
|
|
2025
Q1 | $1.46M | Buy |
3,648
+2
| +0.1% | +$798 | 0.05% | 152 |
|
|
2024
Q4 | $1.31M | Sell |
3,646
-562
| -13% | -$202K | 0.04% | 166 |
|
|
2024
Q3 | $1.46M | Buy |
4,208
+231
| +6% | +$79.9K | 0.05% | 165 |
|
|
2024
Q2 | $1.17M | Buy |
3,977
+298
| +8% | +$87.5K | 0.04% | 179 |
|
|
2024
Q1 | $1.23M | Sell |
3,679
-76
| -2% | -$25.4K | 0.05% | 174 |
|
|
2023
Q4 | $1.09M | Buy |
3,755
+2,723
| +264% | +$792K | 0.05% | 178 |
|
|
2023
Q3 | $335K | Buy |
1,032
+309
| +43% | +$100K | 0.03% | 220 |
|
|
2023
Q2 | $250K | Sell |
723
-142
| -16% | -$49K | 0.03% | 247 |
|
|
2023
Q1 | $273K | Sell |
865
-216
| -20% | -$68.1K | 0.03% | 245 |
|
|
2022
Q4 | $324K | Buy |
1,081
+272
| +34% | +$81.6K | 0.04% | 237 |
|
|
2022
Q3 | $217K | Sell |
809
-218
| -21% | -$58.5K | 0.03% | 274 |
|
|
2022
Q2 | $277K | Sell |
1,027
-109
| -10% | -$29.4K | 0.03% | 238 |
|
|
2022
Q1 | $370K | Sell |
1,136
-1,934
| -63% | -$630K | 0.03% | 213 |
|
|
2021
Q4 | $923K | Buy |
3,070
+1,618
| +111% | +$486K | 0.07% | 110 |
|
|
2021
Q3 | $926K | Sell |
1,452
-1,629
| -53% | -$1.04M | 0.08% | 96 |
|
|
2021
Q2 | $736K | Sell |
3,081
-58
| -2% | -$13.9K | 0.06% | 104 |
|
|
2021
Q1 | $722K | Sell |
3,139
-371
| -11% | -$85.3K | 0.07% | 98 |
|
|
2020
Q4 | $742K | Sell |
3,510
-92
| -3% | -$19.4K | 0.07% | 97 |
|
|
2020
Q3 | $743K | Sell |
3,602
-469
| -12% | -$96.7K | 0.08% | 94 |
|
|
2020
Q2 | $784K | Buy |
+4,071
| New | +$784K | 0.09% | 89 |
|
|
2020
Q1 | – | Sell |
-1,416
| Closed | -$295K | – | 206 |
|
|
2019
Q4 | $295K | Buy |
+1,416
| New | +$295K | 0.03% | 215 |
|