Proficio Capital 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 | $492K | Buy |
1,380
+300
| +28% | +$107K | 0.03% | 253 |
|
|
2025
Q1 | $431K | Sell |
1,080
-8
| -0.7% | -$3.19K | 0.03% | 239 |
|
|
2024
Q4 | $391K | Buy |
1,088
+181
| +20% | +$65K | 0.03% | 228 |
|
|
2024
Q3 | $314K | Sell |
907
-100
| -10% | -$34.6K | 0.03% | 211 |
|
|
2024
Q2 | $295K | Sell |
1,007
-9
| -0.9% | -$2.64K | 0.03% | 248 |
|
|
2024
Q1 | $339K | Buy |
1,016
+38
| +4% | +$12.7K | 0.04% | 226 |
|
|
2023
Q4 | $284K | Sell |
978
-29
| -3% | -$8.44K | 0.04% | 236 |
|
|
2023
Q3 | $327K | Buy |
1,007
+59
| +6% | +$19.1K | 0.04% | 201 |
|
|
2023
Q2 | $327K | Buy |
948
+8
| +0.9% | +$2.76K | 0.04% | 205 |
|
|
2023
Q1 | $296K | Buy |
940
+10
| +1% | +$3.15K | 0.05% | 215 |
|
|
2022
Q4 | $279K | Buy |
930
+61
| +7% | +$18.3K | 0.05% | 212 |
|
|
2022
Q3 | $232K | Buy |
869
+53
| +6% | +$14.2K | 0.04% | 219 |
|
|
2022
Q2 | $220K | Sell |
816
-2
| -0.2% | -$539 | 0.04% | 254 |
|
|
2022
Q1 | $266K | Buy |
818
+148
| +22% | +$48.1K | 0.04% | 228 |
|
|
2021
Q4 | $201K | Buy |
+670
| New | +$201K | 0.03% | 295 |
|
|
2021
Q2 | – | Sell |
-1,336
| Closed | -$307K | – | 298 |
|
|
2021
Q1 | $307K | Buy |
+1,336
| New | +$307K | 0.04% | 191 |
|
|
2019
Q3 | – | Sell |
-223
| Closed | -$43K | – | 216 |
|
|
2019
Q2 | $43K | Buy |
223
+75
| +51% | +$14.5K | 0.01% | 425 |
|
|
2019
Q1 | $25K | Buy |
148
+26
| +21% | +$4.39K | 0.01% | 557 |
|
|
2018
Q4 | $18K | Sell |
122
-18
| -13% | -$2.66K | 0.01% | 559 |
|
|
2018
Q3 | $22K | Sell |
140
-16
| -10% | -$2.51K | 0.01% | 552 |
|
|
2018
Q2 | $21K | Sell |
156
-28
| -15% | -$3.77K | 0.01% | 582 |
|
|
2018
Q1 | $26K | Buy |
184
+22
| +14% | +$3.11K | 0.01% | 509 |
|
|
2017
Q4 | $22K | Buy |
162
+11
| +7% | +$1.49K | 0.01% | 552 |
|
|
2017
Q3 | $22K | Hold |
151
| – | – | 0.01% | 558 |
|
|
2017
Q2 | $21K | Sell |
151
-191
| -56% | -$26.6K | 0.01% | 588 |
|
|
2017
Q1 | $44K | Buy |
342
+231
| +208% | +$29.7K | 0.02% | 414 |
|
|
2016
Q4 | $12K | Hold |
111
| – | – | 0.01% | 555 |
|
|
2016
Q3 | $12K | Buy |
111
+44
| +66% | +$4.76K | 0.01% | 537 |
|
|
2016
Q2 | $7K | Buy |
67
+12
| +22% | +$1.25K | ﹤0.01% | 625 |
|
|
2016
Q1 | $6K | Buy |
55
+18
| +49% | +$1.96K | 0.01% | 475 |
|
|
2015
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 531 |
|