TAM
Trust Asset Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Hold |
2,467
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $985K | Buy |
2,467
+117
| +5% | +$46.7K | 0.08% | 89 |
|
|
2024
Q4 | $844K | Hold |
2,350
| – | – | 0.07% | 104 |
|
|
2024
Q3 | $813K | Hold |
2,350
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $690K | Hold |
2,350
| – | – | 0.06% | 109 |
|
|
2024
Q1 | $784K | Hold |
2,350
| – | – | 0.07% | 101 |
|
|
2023
Q4 | $684K | Hold |
2,350
| – | – | 0.07% | 103 |
|
|
2023
Q3 | $762K | Hold |
2,350
| – | – | 0.08% | 90 |
|
|
2023
Q2 | $811K | Hold |
2,350
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $741K | Sell |
2,350
-51
| -2% | -$16.1K | 0.08% | 87 |
|
|
2022
Q4 | $721K | Hold |
2,401
| – | – | 0.09% | 87 |
|
|
2022
Q3 | $643K | Buy |
2,401
+151
| +7% | +$40.4K | 0.09% | 89 |
|
|
2022
Q2 | $607K | Sell |
2,250
-16
| -0.7% | -$4.32K | 0.08% | 93 |
|
|
2022
Q1 | $738K | Buy |
2,266
+51
| +2% | +$16.6K | 0.09% | 88 |
|
|
2021
Q4 | $666K | Hold |
2,215
| – | – | 0.08% | 93 |
|
|
2021
Q3 | $633K | Buy |
2,215
+145
| +7% | +$41.4K | 0.09% | 96 |
|
|
2021
Q2 | $494K | Buy |
2,070
+213
| +11% | +$50.8K | 0.07% | 108 |
|
|
2021
Q1 | $427K | Buy |
1,857
+327
| +21% | +$75.2K | 0.06% | 112 |
|
|
2020
Q4 | $323K | Buy |
1,530
+348
| +29% | +$73.5K | 0.05% | 113 |
|
|
2020
Q3 | $244K | Buy |
+1,182
| New | +$244K | 0.04% | 107 |
|