Baldwin Investment Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
900
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $359K | Hold |
900
| – | – | 0.04% | 168 |
|
|
2024
Q4 | $323K | Sell |
900
-500
| -36% | -$180K | 0.04% | 172 |
|
|
2024
Q3 | $484K | Hold |
1,400
| – | – | 0.06% | 157 |
|
|
2024
Q2 | $411K | Hold |
1,400
| – | – | 0.06% | 160 |
|
|
2024
Q1 | $467K | Hold |
1,400
| – | – | 0.06% | 158 |
|
|
2023
Q4 | $407K | Hold |
1,400
| – | – | 0.06% | 151 |
|
|
2023
Q3 | $454K | Hold |
1,400
| – | – | 0.08% | 139 |
|
|
2023
Q2 | $483K | Hold |
1,400
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $441K | Hold |
1,400
| – | – | 0.08% | 147 |
|
|
2022
Q4 | $420K | Hold |
1,400
| – | – | 0.08% | 149 |
|
|
2022
Q3 | $375 | Sell |
1,400
-100
| -7% | -$27 | 0.08% | 146 |
|
|
2022
Q2 | $405 | Hold |
1,500
| – | – | 0.08% | 156 |
|
|
2022
Q1 | $488 | Sell |
1,500
-100
| -6% | -$33 | 0.07% | 156 |
|
|
2021
Q4 | $481 | Hold |
1,600
| – | – | 0.08% | 165 |
|
|
2021
Q3 | $457K | Hold |
1,600
| – | – | 0.08% | 162 |
|
|
2021
Q2 | $382K | Sell |
1,600
-51
| -3% | -$12.2K | 0.07% | 185 |
|
|
2021
Q1 | $380K | Buy |
1,651
+1
| +0.1% | +$230 | 0.07% | 178 |
|
|
2020
Q4 | $349K | Hold |
1,650
| – | – | 0.07% | 172 |
|
|
2020
Q3 | $340K | Buy |
+1,650
| New | +$340K | 0.08% | 148 |
|