Simon Quick Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
1,670
+245
| +17% | +$87.4K | 0.02% | 377 |
|
|
2025
Q1 | $569K | Buy |
1,425
+399
| +39% | +$159K | 0.03% | 269 |
|
|
2024
Q4 | $368K | Buy |
1,026
+48
| +5% | +$17.2K | 0.02% | 316 |
|
|
2024
Q3 | $338K | Buy |
+978
| New | +$338K | 0.02% | 296 |
|
|
2022
Q2 | – | Sell |
-595
| Closed | -$194K | – | 190 |
|
|
2022
Q1 | $194K | Buy |
595
+363
| +156% | +$118K | 0.06% | 106 |
|
|
2021
Q4 | $70K | Sell |
232
-2,591
| -92% | -$782K | 0.02% | 195 |
|
|
2021
Q3 | $806K | Buy |
2,823
+2,468
| +695% | +$705K | 0.21% | 57 |
|
|
2021
Q2 | $84K | Buy |
355
+12
| +3% | +$2.84K | 0.02% | 170 |
|
|
2021
Q1 | $78K | Buy |
343
+1
| +0.3% | +$227 | 0.02% | 170 |
|
|
2020
Q4 | $72K | Buy |
342
+112
| +49% | +$23.6K | 0.02% | 166 |
|
|
2020
Q3 | $48K | Hold |
230
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $44K | Hold |
230
| – | – | 0.02% | 204 |
|
|
2020
Q1 | $38K | Sell |
230
-34
| -13% | -$5.62K | 0.01% | 222 |
|
|
2019
Q4 | $55K | Buy |
+264
| New | +$55K | 0.02% | 207 |
|
|
2019
Q3 | – | Sell |
-162
| Closed | -$31.3K | – | 377 |
|
|
2019
Q2 | $31.3K | Buy |
+162
| New | +$31.3K | 0.02% | 145 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$4K | – | 326 |
|
|
2018
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 266 |
|
|
2018
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 307 |
|
|
2018
Q1 | – | Sell |
-1,273
| Closed | -$181K | – | 314 |
|
|
2017
Q4 | $181K | Sell |
1,273
-3,627
| -74% | -$516K | 0.08% | 102 |
|
|
2017
Q3 | $716K | Buy |
+4,900
| New | +$716K | 0.26% | 48 |
|