Asset Dedication LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
673
| – | – | 0.02% | 296 |
|
|
2025
Q1 | $269K | Buy |
673
+2
| +0.3% | +$798 | 0.02% | 257 |
|
|
2024
Q4 | $241K | Sell |
671
-221
| -25% | -$79.4K | 0.02% | 271 |
|
|
2024
Q3 | $309K | Buy |
892
+69
| +8% | +$23.9K | 0.02% | 278 |
|
|
2024
Q2 | $242K | Sell |
823
-2
| -0.2% | -$587 | 0.02% | 297 |
|
|
2024
Q1 | $275K | Sell |
825
-104
| -11% | -$34.7K | 0.02% | 269 |
|
|
2023
Q4 | $271K | Hold |
929
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $303K | Buy |
929
+19
| +2% | +$6.2K | 0.03% | 262 |
|
|
2023
Q2 | $313K | Buy |
910
+120
| +15% | +$41.3K | 0.03% | 262 |
|
|
2023
Q1 | $249K | Buy |
790
+430
| +119% | +$136K | 0.02% | 283 |
|
|
2022
Q4 | $108K | Sell |
360
-161
| -31% | -$48.3K | 0.01% | 352 |
|
|
2022
Q3 | $139K | Buy |
521
+390
| +298% | +$104K | 0.02% | 318 |
|
|
2022
Q2 | $35K | Hold |
131
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $43K | Hold |
131
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $39K | Hold |
131
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $37K | Buy |
+131
| New | +$37K | ﹤0.01% | 466 |
|