TFC Financial 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 | $2.86K | Hold |
8
| – | – | ﹤0.01% | 470 |
|
|
2025
Q1 | $3.2K | Hold |
8
| – | – | ﹤0.01% | 444 |
|
|
2024
Q4 | $2.88K | Hold |
8
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $2.77K | Hold |
8
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $2.35K | Hold |
8
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $2.68K | Sell |
8
-3
| -27% | -$1K | ﹤0.01% | 440 |
|
|
2023
Q4 | $3.21K | Hold |
11
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $3.57K | Sell |
11
-1
| -8% | -$325 | ﹤0.01% | 415 |
|
|
2023
Q2 | $4.15K | Sell |
12
-188
| -94% | -$65K | ﹤0.01% | 385 |
|
|
2023
Q1 | $63.1K | Buy |
200
+94
| +89% | +$29.6K | 0.02% | 208 |
|
|
2022
Q4 | $31.8K | Hold |
106
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $28K | Hold |
106
| – | – | 0.01% | 231 |
|
|
2022
Q2 | $29K | Hold |
106
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $35K | Hold |
106
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $32K | Hold |
106
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $30K | Hold |
106
| – | – | 0.01% | 234 |
|
|
2021
Q2 | $25K | Hold |
106
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $24K | Hold |
106
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $22K | Hold |
106
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $22K | Buy |
+106
| New | +$22K | 0.01% | 228 |
|