Tortoise Investment 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 | $18.6K | Buy |
52
+6
| +13% | +$2.14K | ﹤0.01% | 517 |
|
2025
Q1 | $18.4K | Hold |
46
| – | – | ﹤0.01% | 516 |
|
2024
Q4 | $16.5K | Sell |
46
-9
| -16% | -$3.23K | ﹤0.01% | 572 |
|
2024
Q3 | $19K | Buy |
55
+8
| +17% | +$2.77K | ﹤0.01% | 560 |
|
2024
Q2 | $13.8K | Hold |
47
| – | – | ﹤0.01% | 590 |
|
2024
Q1 | $15.7K | Buy |
47
+4
| +9% | +$1.34K | ﹤0.01% | 555 |
|
2023
Q4 | $12.5K | Hold |
43
| – | – | ﹤0.01% | 536 |
|
2023
Q3 | $13.9K | Hold |
43
| – | – | ﹤0.01% | 511 |
|
2023
Q2 | $14.8K | Hold |
43
| – | – | ﹤0.01% | 506 |
|
2023
Q1 | $13.6K | Hold |
43
| – | – | ﹤0.01% | 509 |
|
2022
Q4 | $12.9K | Buy |
43
+9
| +26% | +$2.7K | ﹤0.01% | 509 |
|
2022
Q3 | $9K | Hold |
34
| – | – | ﹤0.01% | 527 |
|
2022
Q2 | $9K | Hold |
34
| – | – | ﹤0.01% | 518 |
|
2022
Q1 | $11K | Hold |
34
| – | – | ﹤0.01% | 484 |
|
2021
Q4 | $10K | Hold |
34
| – | – | ﹤0.01% | 476 |
|
2021
Q3 | $10K | Hold |
34
| – | – | ﹤0.01% | 461 |
|
2021
Q2 | $8K | Hold |
34
| – | – | ﹤0.01% | 477 |
|
2021
Q1 | $8K | Hold |
34
| – | – | ﹤0.01% | 458 |
|
2020
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 444 |
|
2020
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 410 |
|
2020
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 390 |
|
2020
Q1 | $6K | Hold |
34
| – | – | ﹤0.01% | 413 |
|
2019
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 450 |
|
2019
Q3 | $7K | Hold |
34
| – | – | ﹤0.01% | 443 |
|
2019
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 467 |
|
2019
Q1 | $6K | Hold |
34
| – | – | ﹤0.01% | 460 |
|
2018
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 441 |
|
2018
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 451 |
|
2018
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 464 |
|
2018
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 442 |
|
2017
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 446 |
|
2015
Q1 | – | Sell |
-25
| Closed | -$2K | – | 417 |
|
2014
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 414 |
|