Addison 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 | $178K | Hold |
500
| – | – | 0.04% | 234 |
|
|
2025
Q1 | $200K | Hold |
500
| – | – | 0.05% | 205 |
|
|
2024
Q4 | $180K | Hold |
500
| – | – | 0.05% | 222 |
|
|
2024
Q3 | $173K | Hold |
500
| – | – | 0.05% | 237 |
|
|
2024
Q2 | $147K | Hold |
500
| – | – | 0.05% | 243 |
|
|
2024
Q1 | $167K | Hold |
500
| – | – | 0.06% | 217 |
|
|
2023
Q4 | $146K | Hold |
500
| – | – | 0.06% | 224 |
|
|
2023
Q3 | $162K | Hold |
500
| – | – | 0.08% | 178 |
|
|
2023
Q2 | $173K | Hold |
500
| – | – | 0.09% | 170 |
|
|
2023
Q1 | $158K | Sell |
500
-3
| -0.6% | -$946 | 0.09% | 163 |
|
|
2022
Q4 | $151K | Hold |
503
| – | – | 0.09% | 154 |
|
|
2022
Q3 | $135K | Hold |
503
| – | – | 0.08% | 160 |
|
|
2022
Q2 | $136K | Hold |
503
| – | – | 0.08% | 159 |
|
|
2022
Q1 | $164K | Hold |
503
| – | – | 0.09% | 152 |
|
|
2021
Q4 | $151K | Buy |
503
+3
| +0.6% | +$901 | 0.09% | 144 |
|
|
2021
Q3 | $143K | Hold |
500
| – | – | 0.11% | 105 |
|
|
2021
Q2 | $119K | Buy |
+500
| New | +$119K | 0.1% | 118 |
|
|
2020
Q4 | $106K | Buy |
+500
| New | +$106K | 0.1% | 121 |
|