Abacus Planning Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
904
-126
| -12% | -$45K | 0.05% | 176 |
|
|
2025
Q1 | $411K | Buy |
1,030
+12
| +1% | +$4.79K | 0.07% | 133 |
|
|
2024
Q4 | $366K | Sell |
1,018
-8
| -0.8% | -$2.87K | 0.06% | 143 |
|
|
2024
Q3 | $355K | Buy |
1,026
+45
| +5% | +$15.6K | 0.06% | 148 |
|
|
2024
Q2 | $288K | Buy |
981
+3
| +0.3% | +$881 | 0.06% | 163 |
|
|
2024
Q1 | $326K | Sell |
978
-33
| -3% | -$11K | 0.06% | 138 |
|
|
2023
Q4 | $294K | Sell |
1,011
-22
| -2% | -$6.4K | 0.06% | 147 |
|
|
2023
Q3 | $335K | Buy |
1,033
+22
| +2% | +$7.13K | 0.08% | 126 |
|
|
2023
Q2 | $349K | Hold |
1,011
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $319K | Hold |
1,011
| – | – | 0.08% | 128 |
|
|
2022
Q4 | $303K | Hold |
1,011
| – | – | 0.08% | 132 |
|
|
2022
Q3 | $271K | Hold |
1,011
| – | – | 0.08% | 138 |
|
|
2022
Q2 | $273K | Hold |
1,011
| – | – | 0.08% | 141 |
|
|
2022
Q1 | $329K | Hold |
1,011
| – | – | 0.09% | 142 |
|
|
2021
Q4 | $304K | Sell |
1,011
-18
| -2% | -$5.41K | 0.08% | 154 |
|
|
2021
Q3 | $294K | Hold |
1,029
| – | – | 0.09% | 140 |
|
|
2021
Q2 | $246K | Sell |
1,029
-945
| -48% | -$226K | 0.08% | 164 |
|
|
2021
Q1 | $454K | Buy |
1,974
+200
| +11% | +$46K | 0.15% | 105 |
|
|
2020
Q4 | $375K | Buy |
1,774
+745
| +72% | +$157K | 0.12% | 115 |
|
|
2020
Q3 | $212K | Buy |
+1,029
| New | +$212K | 0.08% | 144 |
|
|
2020
Q1 | – | Sell |
-1,029
| Closed | -$214K | – | 162 |
|
|
2019
Q4 | $214K | Buy |
+1,029
| New | +$214K | 0.1% | 152 |
|
|
2019
Q2 | – | Sell |
-1,511
| Closed | -$258K | – | 166 |
|
|
2019
Q1 | $258K | Hold |
1,511
| – | – | 0.16% | 120 |
|
|
2018
Q4 | $220K | Hold |
1,511
| – | – | 0.17% | 125 |
|
|
2018
Q3 | $232K | Buy |
+1,511
| New | +$232K | 0.16% | 127 |
|