Rothschild Investment LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
3,637
-537
| -13% | -$192K | 0.08% | 192 |
|
|
2025
Q1 | $1.67M | Sell |
4,174
-2,530
| -38% | -$1.01M | 0.11% | 166 |
|
|
2024
Q4 | $2.41M | Sell |
6,704
-998
| -13% | -$358K | 0.16% | 126 |
|
|
2024
Q3 | $2.66M | Sell |
7,702
-1,944
| -20% | -$673K | 0.17% | 119 |
|
|
2024
Q2 | $2.83M | Sell |
9,646
-1,744
| -15% | -$512K | 0.2% | 107 |
|
|
2024
Q1 | $3.8M | Buy |
11,390
+4
| +0% | +$1.34K | 0.28% | 85 |
|
|
2023
Q4 | $3.31M | Sell |
11,386
-22
| -0.2% | -$6.4K | 0.28% | 87 |
|
|
2023
Q3 | $3.7M | Sell |
11,408
-1,134
| -9% | -$368K | 0.31% | 86 |
|
|
2023
Q2 | $4.33M | Sell |
12,542
-5
| -0% | -$1.73K | 0.36% | 74 |
|
|
2023
Q1 | $3.96M | Buy |
12,547
+1
| +0% | +$315 | 0.35% | 76 |
|
|
2022
Q4 | $3.77M | Buy |
12,546
+1
| +0% | +$300 | 0.35% | 82 |
|
|
2022
Q3 | $3.36M | Buy |
12,545
+286
| +2% | +$76.6K | 0.33% | 80 |
|
|
2022
Q2 | $3.31M | Hold |
12,259
| – | – | 0.3% | 88 |
|
|
2022
Q1 | $3.99M | Buy |
12,259
+1,600
| +15% | +$521K | 0.31% | 89 |
|
|
2021
Q4 | $3.2M | Sell |
10,659
-493
| -4% | -$148K | 0.25% | 97 |
|
|
2021
Q3 | $3.19M | Buy |
11,152
+625
| +6% | +$179K | 0.27% | 93 |
|
|
2021
Q2 | $2.51M | Buy |
10,527
+96
| +0.9% | +$22.9K | 0.2% | 115 |
|
|
2021
Q1 | $2.4M | Hold |
10,431
| – | – | 0.21% | 111 |
|
|
2020
Q4 | $2.2M | Buy |
+10,431
| New | +$2.2M | 0.21% | 108 |
|
|
2017
Q2 | – | Sell |
-15,383
| Closed | -$1.83M | – | 470 |
|
|
2017
Q1 | $1.83M | Sell |
15,383
-100
| -0.6% | -$11.9K | 0.21% | 119 |
|
|
2016
Q4 | $1.73M | Buy |
15,483
+5,027
| +48% | +$561K | 0.21% | 124 |
|
|
2016
Q3 | $1.18M | Buy |
+10,456
| New | +$1.18M | 0.14% | 162 |
|
|
2016
Q1 | – | Sell |
-15,238
| Closed | -$1.41M | – | 482 |
|
|
2015
Q4 | $1.41M | Buy |
15,238
+7,221
| +90% | +$666K | 0.18% | 135 |
|
|
2015
Q3 | $710K | Sell |
8,017
-4,830
| -38% | -$428K | 0.09% | 224 |
|
|
2015
Q2 | $1.28M | Hold |
12,847
| – | – | 0.15% | 165 |
|
|
2015
Q1 | $1.24M | Sell |
12,847
-1,588
| -11% | -$153K | 0.14% | 157 |
|
|
2014
Q4 | $1.37M | Sell |
14,435
-2,967
| -17% | -$281K | 0.16% | 140 |
|
|
2014
Q3 | $1.53M | Buy |
+17,402
| New | +$1.53M | 0.19% | 128 |
|