West Family Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
1,878
+412
| +28% | +$147K | 0.17% | 120 |
|
|
2025
Q1 | $585K | Hold |
1,466
| – | – | 0.22% | 89 |
|
|
2024
Q4 | $527K | Sell |
1,466
-19
| -1% | -$6.82K | 0.18% | 115 |
|
|
2024
Q3 | $514K | Buy |
1,485
+138
| +10% | +$47.7K | 0.17% | 120 |
|
|
2024
Q2 | $395K | Sell |
1,347
-43
| -3% | -$12.6K | 0.12% | 139 |
|
|
2024
Q1 | $464K | Buy |
1,390
+15
| +1% | +$5.01K | 0.14% | 117 |
|
|
2023
Q4 | $400K | Hold |
1,375
| – | – | 0.14% | 121 |
|
|
2023
Q3 | $446K | Sell |
1,375
-25
| -2% | -$8.11K | 0.16% | 103 |
|
|
2023
Q2 | $483K | Buy |
1,400
+25
| +2% | +$8.63K | 0.19% | 103 |
|
|
2023
Q1 | $434K | Buy |
1,375
+25
| +2% | +$7.88K | 0.17% | 95 |
|
|
2022
Q4 | $405K | Hold |
1,350
| – | – | 0.14% | 118 |
|
|
2022
Q3 | $362K | Buy |
1,350
+12
| +0.9% | +$3.22K | 0.15% | 128 |
|
|
2022
Q2 | $361K | Sell |
1,338
-70
| -5% | -$18.9K | 0.14% | 128 |
|
|
2022
Q1 | $458K | Buy |
1,408
+26
| +2% | +$8.46K | 0.13% | 128 |
|
|
2021
Q4 | $415K | Sell |
1,382
-155
| -10% | -$46.5K | 0.11% | 153 |
|
|
2021
Q3 | $439K | Buy |
1,537
+44
| +3% | +$12.6K | 0.11% | 155 |
|
|
2021
Q2 | $356K | Buy |
+1,493
| New | +$356K | 0.1% | 195 |
|