Tompkins Financial’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5
| Closed | -$2K | – | 579 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $2K | Sell |
5
-79
| -94% | -$31.6K | ﹤0.01% | 329 |
|
|
2021
Q3 | $24K | Buy |
+84
| New | +$24K | ﹤0.01% | 274 |
|
|
2021
Q1 | $19K | Hold |
84
| – | – | ﹤0.01% | 321 |
|
|
2020
Q4 | $18K | Buy |
84
+28
| +50% | +$6K | ﹤0.01% | 322 |
|
|
2020
Q3 | $12K | Hold |
56
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 314 |
|
|
2020
Q1 | $9K | Hold |
56
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $12K | Buy |
+56
| New | +$12K | ﹤0.01% | 332 |
|
|
2016
Q1 | – | Sell |
-577
| Closed | -$53K | – | 488 |
|
|
2015
Q4 | $53K | Hold |
577
| – | – | 0.02% | 270 |
|
|
2015
Q3 | $51K | Hold |
577
| – | – | 0.02% | 265 |
|
|
2015
Q2 | $58K | Hold |
577
| – | – | 0.02% | 254 |
|
|
2015
Q1 | $55K | Hold |
577
| – | – | 0.01% | 280 |
|
|
2014
Q4 | $55K | Sell |
577
-46
| -7% | -$4.39K | 0.01% | 261 |
|
|
2014
Q3 | $55K | Sell |
623
-13
| -2% | -$1.15K | 0.01% | 258 |
|
|
2014
Q2 | $57K | Hold |
636
| – | – | 0.01% | 262 |
|
|
2014
Q1 | $54K | Buy |
+636
| New | +$54K | 0.01% | 269 |
|