Smith, Moore & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
968
| – | – | 0.03% | 369 |
|
|
2025
Q1 | $386K | Hold |
968
| – | – | 0.04% | 326 |
|
|
2024
Q4 | $348K | Hold |
968
| – | – | 0.03% | 344 |
|
|
2024
Q3 | $335K | Hold |
968
| – | – | 0.03% | 343 |
|
|
2024
Q2 | $284K | Hold |
968
| – | – | 0.03% | 360 |
|
|
2024
Q1 | $323K | Hold |
968
| – | – | 0.03% | 336 |
|
|
2023
Q4 | $282K | Hold |
968
| – | – | 0.03% | 337 |
|
|
2023
Q3 | $314K | Buy |
968
+4
| +0.4% | +$1.3K | 0.04% | 304 |
|
|
2023
Q2 | $333K | Sell |
964
-3
| -0.3% | -$1.04K | 0.04% | 301 |
|
|
2023
Q1 | $305K | Hold |
967
| – | – | 0.04% | 302 |
|
|
2022
Q4 | $290K | Buy |
967
+3
| +0.3% | +$900 | 0.04% | 308 |
|
|
2022
Q3 | $258K | Hold |
964
| – | – | 0.04% | 313 |
|
|
2022
Q2 | $260K | Hold |
964
| – | – | 0.04% | 321 |
|
|
2022
Q1 | $314K | Hold |
964
| – | – | 0.04% | 313 |
|
|
2021
Q4 | $290K | Hold |
964
| – | – | 0.04% | 333 |
|
|
2021
Q3 | $275K | Hold |
964
| – | – | 0.04% | 327 |
|
|
2021
Q2 | $230K | Hold |
964
| – | – | 0.03% | 356 |
|
|
2021
Q1 | $222K | Buy |
+964
| New | +$222K | 0.04% | 341 |
|
|
2020
Q4 | – | Sell |
-1,089
| Closed | -$225K | – | 346 |
|
|
2020
Q3 | $225K | Hold |
1,089
| – | – | 0.05% | 287 |
|
|
2020
Q2 | $210K | Buy |
+1,089
| New | +$210K | 0.05% | 291 |
|
|
2020
Q1 | – | Sell |
-1,595
| Closed | -$332K | – | 299 |
|
|
2019
Q4 | $332K | Hold |
1,595
| – | – | 0.07% | 238 |
|
|
2019
Q3 | $309K | Sell |
1,595
-506
| -24% | -$98K | 0.07% | 244 |
|
|
2019
Q2 | $405K | Sell |
2,101
-18
| -0.8% | -$3.47K | 0.09% | 216 |
|
|
2019
Q1 | $362K | Buy |
+2,119
| New | +$362K | 0.09% | 216 |
|