Washington Trust Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
73
+14
| +24% | +$5K | ﹤0.01% | 378 |
|
|
2025
Q1 | $23.5K | Hold |
59
| – | – | ﹤0.01% | 383 |
|
|
2024
Q4 | $21.2K | Sell |
59
-28
| -32% | -$10.1K | ﹤0.01% | 398 |
|
|
2024
Q3 | $30.1K | Hold |
87
| – | – | ﹤0.01% | 381 |
|
|
2024
Q2 | $25.5K | Buy |
87
+46
| +112% | +$13.5K | ﹤0.01% | 381 |
|
|
2024
Q1 | $13.7K | Buy |
41
+22
| +116% | +$7.34K | ﹤0.01% | 438 |
|
|
2023
Q4 | $5.53K | Sell |
19
-22
| -54% | -$6.4K | ﹤0.01% | 559 |
|
|
2023
Q3 | $13.3K | Hold |
41
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $14.2K | Hold |
41
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $12.9K | Hold |
41
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $12.3K | Sell |
41
-167
| -80% | -$50.1K | ﹤0.01% | 476 |
|
|
2022
Q3 | $56K | Buy |
208
+77
| +59% | +$20.7K | 0.01% | 370 |
|
|
2022
Q2 | $35K | Sell |
131
-1,448
| -92% | -$387K | ﹤0.01% | 452 |
|
|
2022
Q1 | $515K | Hold |
1,579
| – | – | 0.04% | 150 |
|
|
2021
Q4 | $475K | Buy |
+1,579
| New | +$475K | 0.03% | 162 |
|