Townsend & Associates’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
1,855
-119
| -6% | -$44.4K | 0.07% | 71 |
|
|
2025
Q1 | $703K | Hold |
1,974
| – | – | 0.07% | 68 |
|
|
2024
Q4 | $727K | Sell |
1,974
-39
| -2% | -$14.4K | 0.07% | 72 |
|
|
2024
Q3 | $721K | Hold |
2,013
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $650K | Sell |
2,013
-57
| -3% | -$18.4K | 0.07% | 73 |
|
|
2024
Q1 | $646K | Hold |
2,070
| – | – | 0.08% | 73 |
|
|
2023
Q4 | $629K | Sell |
2,070
-29
| -1% | -$8.82K | 0.08% | 74 |
|
|
2023
Q3 | $644K | Hold |
2,099
| – | – | 0.14% | 70 |
|
|
2023
Q2 | $720K | Buy |
2,099
+483
| +30% | +$166K | 0.19% | 86 |
|
|
2023
Q1 | $525K | Buy |
1,616
+904
| +127% | +$294K | 0.21% | 89 |
|
|
2022
Q4 | $229K | Buy |
+712
| New | +$229K | 0.11% | 99 |
|
|
2018
Q3 | – | Sell |
-770
| Closed | -$106K | – | 159 |
|
|
2018
Q2 | $106K | Buy |
+770
| New | +$106K | 0.12% | 96 |
|