Union Heritage Capital’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Hold |
9,967
| – | – | 1.24% | 28 |
|
|
2025
Q1 | $3.98M | Hold |
9,967
| – | – | 1.48% | 27 |
|
|
2024
Q4 | $3.58M | Hold |
9,967
| – | – | 1.32% | 28 |
|
|
2024
Q3 | $3.45M | Hold |
9,967
| – | – | 1.27% | 28 |
|
|
2024
Q2 | $2.93M | Hold |
9,967
| – | – | 1.15% | 31 |
|
|
2024
Q1 | $3.33M | Buy |
9,967
+1,467
| +17% | +$490K | 1.32% | 27 |
|
|
2023
Q4 | $2.47M | Hold |
8,500
| – | – | 1.28% | 30 |
|
|
2023
Q3 | $2.76M | Hold |
8,500
| – | – | 1.56% | 27 |
|
|
2023
Q2 | $2.93M | Hold |
8,500
| – | – | 1.59% | 25 |
|
|
2023
Q1 | $2.68M | Hold |
8,500
| – | – | 1.63% | 28 |
|
|
2022
Q4 | $2.55M | Hold |
8,500
| – | – | 1.56% | 29 |
|
|
2022
Q3 | $2.28M | Hold |
8,500
| – | – | 1.51% | 29 |
|
|
2022
Q2 | $2.29M | Hold |
8,500
| – | – | 1.48% | 27 |
|
|
2022
Q1 | $2.77M | Hold |
8,500
| – | – | 1.54% | 27 |
|
|
2021
Q4 | $2.56M | Hold |
8,500
| – | – | 1.2% | 33 |
|
|
2021
Q3 | $2.43M | Hold |
8,500
| – | – | 1.14% | 31 |
|
|
2021
Q2 | $2.03M | Buy |
8,500
+2,500
| +42% | +$597K | 0.95% | 36 |
|
|
2021
Q1 | $1.38M | Buy |
+6,000
| New | +$1.38M | 0.69% | 42 |
|