Sullivan, Bruyette, Speros & Blaney’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $154K | Sell |
668
-623
| -48% | -$144K | 0.01% | 347 |
|
|
2020
Q4 | $273K | Buy |
1,291
+10
| +0.8% | +$2.12K | 0.01% | 238 |
|
|
2020
Q3 | $264K | Sell |
1,281
-52
| -4% | -$10.7K | 0.01% | 219 |
|
|
2020
Q2 | $257K | Hold |
1,333
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $220K | Hold |
1,333
| – | – | 0.02% | 197 |
|
|
2019
Q4 | $278K | Buy |
1,333
+223
| +20% | +$46.5K | 0.02% | 203 |
|
|
2019
Q3 | $215K | Hold |
1,110
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $214K | Buy |
+1,110
| New | +$214K | 0.01% | 217 |
|