TCV Trust & Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
1,105
-10
| -0.9% | -$3.57K | 0.03% | 161 |
|
|
2025
Q1 | $445K | Hold |
1,115
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $400K | Buy |
+1,115
| New | +$400K | 0.04% | 153 |
|
|
2019
Q2 | – | Sell |
-2,300
| Closed | -$393K | – | 197 |
|
|
2019
Q1 | $393K | Hold |
2,300
| – | – | 0.05% | 153 |
|
|
2018
Q4 | $334K | Sell |
2,300
-100
| -4% | -$14.5K | 0.05% | 161 |
|
|
2018
Q3 | $369K | Hold |
2,400
| – | – | 0.05% | 159 |
|
|
2018
Q2 | $329K | Hold |
2,400
| – | – | 0.05% | 161 |
|
|
2018
Q1 | $337K | Hold |
2,400
| – | – | 0.05% | 152 |
|
|
2017
Q4 | $322K | Hold |
2,400
| – | – | 0.05% | 157 |
|
|
2017
Q3 | $351K | Hold |
2,400
| – | – | 0.05% | 146 |
|
|
2017
Q2 | $319K | Hold |
2,400
| – | – | 0.05% | 151 |
|
|
2017
Q1 | $285K | Buy |
+2,400
| New | +$285K | 0.04% | 161 |
|