Pinnacle Associates’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
1,038
+170
| +20% | +$60.6K | 0.01% | 691 |
|
|
2025
Q1 | $346K | Buy |
868
+15
| +2% | +$5.99K | 0.01% | 685 |
|
|
2024
Q4 | $306K | Sell |
853
-537
| -39% | -$193K | ﹤0.01% | 716 |
|
|
2024
Q3 | $405K | Buy |
1,390
+578
| +71% | +$168K | 0.01% | 615 |
|
|
2024
Q2 | $238K | Sell |
812
-455
| -36% | -$134K | ﹤0.01% | 743 |
|
|
2024
Q1 | $423K | Sell |
1,267
-123
| -9% | -$41K | 0.01% | 622 |
|
|
2023
Q4 | $405K | Buy |
1,390
+2
| +0.1% | +$582 | 0.01% | 623 |
|
|
2023
Q3 | $450K | Buy |
1,388
+603
| +77% | +$196K | 0.01% | 574 |
|
|
2023
Q2 | $271K | Buy |
785
+87
| +12% | +$30K | ﹤0.01% | 698 |
|
|
2023
Q1 | $220K | Buy |
+698
| New | +$220K | ﹤0.01% | 707 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$387K | – | 703 |
|
|
2019
Q3 | $387K | Buy |
+2,000
| New | +$387K | 0.01% | 566 |
|