Beese Fulmer 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 | $9.53M | Buy |
26,716
+457
| +2% | +$163K | 0.71% | 43 |
|
|
2025
Q1 | $10.5M | Buy |
26,259
+596
| +2% | +$238K | 0.9% | 43 |
|
|
2024
Q4 | $9.22M | Buy |
25,663
+409
| +2% | +$147K | 0.79% | 48 |
|
|
2024
Q3 | $8.74M | Buy |
25,254
+487
| +2% | +$168K | 0.75% | 51 |
|
|
2024
Q2 | $7.27M | Buy |
24,767
+1,027
| +4% | +$302K | 0.66% | 51 |
|
|
2024
Q1 | $7.92M | Buy |
23,740
+2,174
| +10% | +$726K | 0.75% | 50 |
|
|
2023
Q4 | $6.28M | Buy |
21,566
+523
| +2% | +$152K | 0.65% | 50 |
|
|
2023
Q3 | $6.82M | Buy |
21,043
+564
| +3% | +$183K | 0.77% | 48 |
|
|
2023
Q2 | $7.07M | Buy |
20,479
+101
| +0.5% | +$34.9K | 0.76% | 48 |
|
|
2023
Q1 | $6.42M | Buy |
20,378
+342
| +2% | +$108K | 0.73% | 48 |
|
|
2022
Q4 | $6.01M | Buy |
20,036
+1,228
| +7% | +$368K | 0.72% | 47 |
|
|
2022
Q3 | $5.04M | Buy |
18,808
+926
| +5% | +$248K | 0.68% | 50 |
|
|
2022
Q2 | $4.82M | Sell |
17,882
-151
| -0.8% | -$40.7K | 0.62% | 52 |
|
|
2022
Q1 | $5.87M | Buy |
18,033
+951
| +6% | +$310K | 0.64% | 51 |
|
|
2021
Q4 | $5.13M | Buy |
17,082
+608
| +4% | +$183K | 0.53% | 54 |
|
|
2021
Q3 | $4.71M | Buy |
16,474
+327
| +2% | +$93.5K | 0.53% | 55 |
|
|
2021
Q2 | $3.86M | Buy |
16,147
+1,148
| +8% | +$274K | 0.44% | 66 |
|
|
2021
Q1 | $3.45M | Buy |
14,999
+1,397
| +10% | +$321K | 0.41% | 70 |
|
|
2020
Q4 | $2.87M | Buy |
13,602
+5,128
| +61% | +$1.08M | 0.37% | 74 |
|
|
2020
Q3 | $1.75M | Buy |
8,474
+5,584
| +193% | +$1.15M | 0.25% | 87 |
|
|
2020
Q2 | $557K | Buy |
+2,890
| New | +$557K | 0.08% | 123 |
|