Trivium Point Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
861
-31
| -3% | -$11.1K | 0.03% | 287 |
|
|
2025
Q1 | $356K | Sell |
892
-57
| -6% | -$22.7K | 0.04% | 267 |
|
|
2024
Q4 | $341K | Buy |
+949
| New | +$341K | 0.04% | 274 |
|
|
2023
Q3 | – | Sell |
-2,174
| Closed | -$750K | – | 192 |
|
|
2023
Q2 | $750K | Sell |
2,174
-15
| -0.7% | -$5.18K | 0.2% | 129 |
|
|
2023
Q1 | $690K | Sell |
2,189
-65
| -3% | -$20.5K | 0.19% | 135 |
|
|
2022
Q4 | $693K | Buy |
2,254
+175
| +8% | +$53.8K | 0.2% | 126 |
|
|
2022
Q3 | $584K | Sell |
2,079
-45
| -2% | -$12.6K | 0.18% | 134 |
|
|
2022
Q2 | $583K | Sell |
2,124
-160
| -7% | -$43.9K | 0.18% | 137 |
|
|
2022
Q1 | $755K | Sell |
2,284
-7,995
| -78% | -$2.64M | 0.17% | 145 |
|
|
2021
Q4 | $3.09M | Buy |
10,279
+210
| +2% | +$63.1K | 0.65% | 54 |
|
|
2021
Q3 | $2.95M | Buy |
10,069
+645
| +7% | +$189K | 0.7% | 50 |
|
|
2021
Q2 | $2.25M | Buy |
9,424
+1,805
| +24% | +$431K | 0.56% | 61 |
|
|
2021
Q1 | $1.75M | Buy |
7,619
+1,207
| +19% | +$278K | 0.47% | 76 |
|
|
2020
Q4 | $1.32M | Buy |
6,412
+274
| +4% | +$56.6K | 0.38% | 102 |
|
|
2020
Q3 | $1.27M | Buy |
6,138
+1,122
| +22% | +$231K | 0.45% | 87 |
|
|
2020
Q2 | $967K | Buy |
5,016
+2,814
| +128% | +$542K | 0.38% | 90 |
|
|
2020
Q1 | $414K | Buy |
+2,202
| New | +$414K | 0.21% | 107 |
|