Orion Portfolio Solutions’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $25.7M | Buy |
64,295
+253
| +0.4% | +$101K | 0.25% | 73 |
|
|
2024
Q4 | $23M | Sell |
64,042
-5,381
| -8% | -$1.93M | 0.23% | 78 |
|
|
2024
Q3 | $24M | Sell |
69,423
-6,250
| -8% | -$2.16M | 0.24% | 76 |
|
|
2024
Q2 | $22.2M | Sell |
75,673
-6,017
| -7% | -$1.77M | 0.23% | 84 |
|
|
2024
Q1 | $27.3M | Buy |
81,690
+3,102
| +4% | +$1.04M | 0.29% | 59 |
|
|
2023
Q4 | $23.2M | Sell |
78,588
-8,201
| -9% | -$2.42M | 0.27% | 72 |
|
|
2023
Q3 | $28.1M | Sell |
86,789
-2,393
| -3% | -$776K | 0.34% | 50 |
|
|
2023
Q2 | $30.8M | Buy |
89,182
+2,523
| +3% | +$871K | 0.33% | 54 |
|
|
2023
Q1 | $27.3M | Buy |
86,659
+84,927
| +4,903% | +$26.8M | 0.34% | 50 |
|
|
2022
Q4 | $520K | Sell |
1,732
-14
| -0.8% | -$4.2K | 0.02% | 485 |
|
|
2022
Q3 | $468K | Buy |
1,746
+383
| +28% | +$103K | 0.02% | 438 |
|
|
2022
Q2 | $368K | Sell |
1,363
-113
| -8% | -$30.5K | 0.01% | 485 |
|
|
2022
Q1 | $481K | Sell |
1,476
-17
| -1% | -$5.54K | 0.02% | 437 |
|
|
2021
Q4 | $449K | Buy |
1,493
+219
| +17% | +$65.9K | 0.02% | 454 |
|
|
2021
Q3 | $364K | Buy |
1,274
+119
| +10% | +$34K | 0.01% | 476 |
|
|
2021
Q2 | $276K | Buy |
1,155
+197
| +21% | +$47.1K | 0.01% | 510 |
|
|
2021
Q1 | $220K | Buy |
+958
| New | +$220K | 0.01% | 505 |
|
|
2020
Q3 | – | Sell |
-667
| Closed | -$128K | – | 521 |
|
|
2020
Q2 | $128K | Buy |
+667
| New | +$128K | 0.01% | 496 |
|
|
2020
Q1 | – | Sell |
-160
| Closed | -$33K | – | 1889 |
|
|
2019
Q4 | $33K | Buy |
+160
| New | +$33K | ﹤0.01% | 640 |
|