Valley Brook Capital Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$291K | – | 119 |
|
|
2023
Q4 | $291K | Hold |
1,000
| – | – | 0.25% | 87 |
|
|
2023
Q3 | $324K | Hold |
1,000
| – | – | 0.32% | 79 |
|
|
2023
Q2 | $345K | Hold |
1,000
| – | – | 0.32% | 76 |
|
|
2023
Q1 | $315K | Hold |
1,000
| – | – | 0.29% | 78 |
|
|
2022
Q4 | $300K | Hold |
1,000
| – | – | 0.29% | 84 |
|
|
2022
Q3 | $267K | Hold |
1,000
| – | – | 0.29% | 83 |
|
|
2022
Q2 | $269K | Hold |
1,000
| – | – | 0.28% | 83 |
|
|
2022
Q1 | $325K | Hold |
1,000
| – | – | 0.28% | 81 |
|
|
2021
Q4 | $300K | Hold |
1,000
| – | – | 0.26% | 89 |
|
|
2021
Q3 | $285K | Hold |
1,000
| – | – | 0.28% | 89 |
|
|
2021
Q2 | $238K | Hold |
1,000
| – | – | 0.23% | 100 |
|
|
2021
Q1 | $230K | Hold |
1,000
| – | – | 0.21% | 97 |
|
|
2020
Q4 | $211K | Buy |
+1,000
| New | +$211K | 0.21% | 97 |
|