Patriot Financial Group Insurance Agency’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-45
| Closed | -$12K | – | 474 |
|
|
2022
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 1169 |
|
|
2022
Q1 | $15K | Sell |
45
-160
| -78% | -$53.3K | ﹤0.01% | 1196 |
|
|
2021
Q4 | $62K | Sell |
205
-2
| -1% | -$605 | 0.01% | 790 |
|
|
2021
Q3 | $59K | Sell |
207
-4
| -2% | -$1.14K | 0.01% | 814 |
|
|
2021
Q2 | $50K | Buy |
211
+55
| +35% | +$13K | 0.01% | 832 |
|
|
2021
Q1 | $36K | Buy |
156
+92
| +144% | +$21.2K | 0.01% | 882 |
|
|
2020
Q4 | $14K | Hold |
64
| – | – | ﹤0.01% | 1094 |
|
|
2020
Q3 | $13K | Buy |
64
+55
| +611% | +$11.2K | ﹤0.01% | 940 |
|
|
2020
Q2 | $2K | Sell |
9
-18
| -67% | -$4K | ﹤0.01% | 1363 |
|
|
2020
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q4 | $6K | Sell |
27
-1
| -4% | -$222 | ﹤0.01% | 932 |
|
|
2019
Q3 | $5K | Sell |
28
-4
| -13% | -$714 | ﹤0.01% | 924 |
|
|
2019
Q2 | $6K | Sell |
32
-5
| -14% | -$938 | ﹤0.01% | 887 |
|
|
2019
Q1 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 795 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 983 |
|
|
2018
Q1 | – | Sell |
-38
| Closed | -$5K | – | 950 |
|
|
2017
Q4 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 708 |
|