Summit Financial’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
1,615
+891
| +123% | +$318K | 0.01% | 546 |
|
|
2025
Q1 | $289K | Buy |
724
+69
| +11% | +$27.5K | 0.01% | 618 |
|
|
2024
Q4 | $235K | Buy |
655
+44
| +7% | +$15.8K | 0.01% | 587 |
|
|
2024
Q3 | $211K | Buy |
+611
| New | +$211K | 0.01% | 516 |
|
|
2022
Q3 | – | Sell |
-2,748
| Closed | -$741K | – | 254 |
|
|
2022
Q2 | $741K | Sell |
2,748
-28
| -1% | -$7.55K | 0.07% | 126 |
|
|
2022
Q1 | $904K | Buy |
2,776
+96
| +4% | +$31.3K | 0.07% | 125 |
|
|
2021
Q4 | $806K | Buy |
2,680
+2
| +0.1% | +$601 | 0.06% | 130 |
|
|
2021
Q3 | $765K | Sell |
2,678
-5
| -0.2% | -$1.43K | 0.07% | 97 |
|
|
2021
Q2 | $641K | Buy |
+2,683
| New | +$641K | 0.06% | 70 |
|