Parsec Financial Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $626K | Hold |
1,985
| – | – | 0.03% | 184 |
|
|
2022
Q4 | $596K | Hold |
1,985
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $532K | Hold |
1,985
| – | – | 0.03% | 189 |
|
|
2022
Q2 | $535K | Hold |
1,985
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $646K | Hold |
1,985
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $597K | Hold |
1,985
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $591K | Hold |
1,985
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $474K | Hold |
1,985
| – | – | 0.02% | 203 |
|
|
2021
Q1 | $457K | Sell |
1,985
-8
| -0.4% | -$1.84K | 0.02% | 194 |
|
|
2020
Q4 | $421K | Buy |
1,993
+8
| +0.4% | +$1.69K | 0.02% | 187 |
|
|
2020
Q3 | $410K | Hold |
1,985
| – | – | 0.03% | 178 |
|
|
2020
Q2 | $382K | Hold |
1,985
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $328K | Hold |
1,985
| – | – | 0.02% | 184 |
|
|
2019
Q4 | $413K | Hold |
1,985
| – | – | 0.02% | 186 |
|
|
2019
Q3 | $384K | Hold |
1,985
| – | – | 0.02% | 186 |
|
|
2019
Q2 | $383K | Hold |
1,985
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $339K | Sell |
1,985
-53
| -3% | -$9.05K | 0.02% | 195 |
|
|
2018
Q4 | $296K | Hold |
2,038
| – | – | 0.02% | 200 |
|
|
2018
Q3 | $313K | Sell |
2,038
-14
| -0.7% | -$2.15K | 0.02% | 200 |
|
|
2018
Q2 | $281K | Buy |
2,052
+67
| +3% | +$9.18K | 0.02% | 206 |
|
|
2018
Q1 | $279K | Hold |
1,985
| – | – | 0.02% | 203 |
|
|
2017
Q4 | $266K | Hold |
1,985
| – | – | 0.02% | 210 |
|
|
2017
Q3 | $290K | Buy |
+1,985
| New | +$290K | 0.02% | 203 |
|