Reilly Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $11K | Buy |
+37
| New | +$11K | ﹤0.01% | 693 |
|
2021
Q3 | – | Sell |
-37
| Closed | -$9K | – | 919 |
|
2021
Q2 | $9K | Sell |
37
-1
| -3% | -$243 | ﹤0.01% | 708 |
|
2021
Q1 | $9K | Buy |
+38
| New | +$9K | ﹤0.01% | 710 |
|
2020
Q3 | – | Sell |
-65
| Closed | -$13K | – | 835 |
|
2020
Q2 | $13K | Hold |
65
| – | – | ﹤0.01% | 521 |
|
2020
Q1 | $11K | Hold |
65
| – | – | ﹤0.01% | 534 |
|
2019
Q4 | $14K | Hold |
65
| – | – | ﹤0.01% | 563 |
|
2019
Q3 | $13K | Hold |
65
| – | – | ﹤0.01% | 585 |
|
2019
Q2 | $13K | Sell |
65
-80
| -55% | -$16K | ﹤0.01% | 614 |
|
2019
Q1 | $25K | Hold |
145
| – | – | ﹤0.01% | 474 |
|
2018
Q4 | $21K | Hold |
145
| – | – | ﹤0.01% | 474 |
|
2018
Q3 | $22K | Hold |
145
| – | – | ﹤0.01% | 525 |
|
2018
Q2 | $20K | Sell |
145
-90
| -38% | -$12.4K | ﹤0.01% | 497 |
|
2018
Q1 | $33K | Buy |
235
+170
| +262% | +$23.9K | ﹤0.01% | 364 |
|
2017
Q4 | $9K | Hold |
65
| – | – | ﹤0.01% | 671 |
|
2017
Q3 | $9K | Hold |
65
| – | – | ﹤0.01% | 646 |
|
2017
Q2 | $9K | Hold |
65
| – | – | ﹤0.01% | 658 |
|
2017
Q1 | $8K | Hold |
65
| – | – | ﹤0.01% | 637 |
|
2016
Q4 | $7K | Hold |
65
| – | – | ﹤0.01% | 602 |
|
2016
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 582 |
|
2016
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 544 |
|
2016
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 631 |
|
2015
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 670 |
|
2015
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 908 |
|
2015
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 1007 |
|
2015
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 968 |
|
2014
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 590 |
|
2014
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 603 |
|
2014
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 637 |
|
2014
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 664 |
|
2013
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 669 |
|
2013
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 584 |
|
2013
Q2 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 651 |
|