Simplicity Solutions’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.25M | Buy |
11,178
+116
| +1% | +$33.8K | 0.09% | 206 |
|
|
2023
Q3 | $3.59M | Sell |
11,062
-1,137
| -9% | -$369K | 0.12% | 165 |
|
|
2023
Q2 | $4.21M | Buy |
12,199
+1,962
| +19% | +$677K | 0.12% | 174 |
|
|
2023
Q1 | $3.23M | Buy |
10,237
+5,157
| +102% | +$1.63M | 0.08% | 218 |
|
|
2022
Q4 | $1.52M | Buy |
5,080
+205
| +4% | +$61.5K | 0.21% | 115 |
|
|
2022
Q3 | $1.31M | Buy |
4,875
+751
| +18% | +$201K | 0.19% | 126 |
|
|
2022
Q2 | $1.11M | Sell |
4,124
-126
| -3% | -$34K | 0.14% | 167 |
|
|
2022
Q1 | $1.38M | Sell |
4,250
-6,808
| -62% | -$2.22M | 0.17% | 132 |
|
|
2021
Q4 | $3.32M | Buy |
11,058
+5,329
| +93% | +$1.6M | 0.37% | 63 |
|
|
2021
Q3 | $1.64M | Buy |
5,729
+1,932
| +51% | +$552K | 0.25% | 91 |
|
|
2021
Q2 | $906K | Buy |
3,797
+1,748
| +85% | +$417K | 0.18% | 125 |
|
|
2021
Q1 | $471K | Sell |
2,049
-1,749
| -46% | -$402K | 0.1% | 209 |
|
|
2020
Q4 | $803K | Sell |
3,798
-389
| -9% | -$82.2K | 0.01% | 598 |
|
|
2020
Q3 | $864K | Buy |
4,187
+382
| +10% | +$78.8K | 0.02% | 517 |
|
|
2020
Q2 | $733K | Buy |
3,805
+438
| +13% | +$84.4K | 0.01% | 546 |
|
|
2020
Q1 | $556K | Buy |
+3,367
| New | +$556K | 0.02% | 465 |
|
|
2019
Q1 | – | Sell |
-1,626
| Closed | -$236K | – | 753 |
|
|
2018
Q4 | $236K | Buy |
+1,626
| New | +$236K | 0.03% | 519 |
|
|
2018
Q3 | – | Sell |
-1,897
| Closed | -$260K | – | 555 |
|
|
2018
Q2 | $260K | Buy |
+1,897
| New | +$260K | 0.02% | 405 |
|