Quantum Capital Management (California)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-778
| Closed | -$128K | – | 304 |
|
|
2020
Q1 | $128K | Sell |
778
-82
| -10% | -$13.5K | 0.09% | 151 |
|
|
2019
Q4 | $179K | Sell |
860
-13
| -1% | -$2.71K | 0.09% | 152 |
|
|
2019
Q3 | $169K | Buy |
+873
| New | +$169K | 0.09% | 160 |
|
|
2018
Q4 | – | Sell |
-1,308
| Closed | -$201K | – | 175 |
|
|
2018
Q3 | $201K | Buy |
+1,308
| New | +$201K | 0.07% | 186 |
|
|
2017
Q4 | – | Sell |
-1,514
| Closed | -$221K | – | 205 |
|
|
2017
Q3 | $221K | Sell |
1,514
-100
| -6% | -$14.6K | 0.05% | 185 |
|
|
2017
Q2 | $215K | Buy |
+1,614
| New | +$215K | 0.05% | 146 |
|