Capital Analysts 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 | $161K | Sell |
450
-164
| -27% | -$58.7K | 0.01% | 571 |
|
|
2025
Q1 | $245K | Buy |
614
+135
| +28% | +$53.9K | 0.01% | 497 |
|
|
2024
Q4 | $172K | Hold |
479
| – | – | 0.01% | 516 |
|
|
2024
Q3 | $166K | Hold |
479
| – | – | 0.01% | 499 |
|
|
2024
Q2 | $141K | Sell |
479
-91
| -16% | -$26.8K | 0.01% | 506 |
|
|
2024
Q1 | $190K | Hold |
570
| – | – | 0.01% | 451 |
|
|
2023
Q4 | $166K | Buy |
570
+1
| +0.2% | +$291 | 0.01% | 447 |
|
|
2023
Q3 | $185K | Hold |
569
| – | – | 0.01% | 403 |
|
|
2023
Q2 | $197K | Sell |
569
-1,461
| -72% | -$506K | 0.01% | 378 |
|
|
2023
Q1 | $640K | Sell |
2,030
-560
| -22% | -$177K | 0.04% | 269 |
|
|
2022
Q4 | $777K | Sell |
2,590
-129
| -5% | -$38.7K | 0.05% | 247 |
|
|
2022
Q3 | $728K | Buy |
2,719
+513
| +23% | +$137K | 0.05% | 236 |
|
|
2022
Q2 | $595K | Buy |
2,206
+125
| +6% | +$33.7K | 0.04% | 250 |
|
|
2022
Q1 | $678K | Hold |
2,081
| – | – | 0.04% | 242 |
|
|
2021
Q4 | $625K | Hold |
2,081
| – | – | 0.04% | 243 |
|
|
2021
Q3 | $595K | Hold |
2,081
| – | – | 0.04% | 247 |
|
|
2021
Q2 | $497K | Buy |
2,081
+5
| +0.2% | +$1.19K | 0.03% | 260 |
|
|
2021
Q1 | $478K | Buy |
2,076
+35
| +2% | +$8.06K | 0.03% | 254 |
|
|
2020
Q4 | $431K | Buy |
2,041
+55
| +3% | +$11.6K | 0.04% | 205 |
|
|
2020
Q3 | $410K | Buy |
1,986
+6
| +0.3% | +$1.24K | 0.04% | 209 |
|
|
2020
Q2 | $381K | Sell |
1,980
-135
| -6% | -$26K | 0.04% | 192 |
|
|
2020
Q1 | $349K | Buy |
2,115
+95
| +5% | +$15.7K | 0.04% | 176 |
|
|
2019
Q4 | $421K | Buy |
2,020
+85
| +4% | +$17.7K | 0.04% | 192 |
|
|
2019
Q3 | $374K | Sell |
1,935
-125
| -6% | -$24.2K | 0.04% | 189 |
|
|
2019
Q2 | $398K | Sell |
2,060
-227
| -10% | -$43.9K | 0.04% | 190 |
|
|
2019
Q1 | $390K | Hold |
2,287
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $332K | Buy |
2,287
+106
| +5% | +$15.4K | 0.04% | 176 |
|
|
2018
Q3 | $335K | Buy |
2,181
+5
| +0.2% | +$768 | 0.04% | 171 |
|
|
2018
Q2 | $299K | Sell |
2,176
-175
| -7% | -$24K | 0.04% | 177 |
|
|
2018
Q1 | $330K | Sell |
2,351
-184
| -7% | -$25.8K | 0.04% | 168 |
|
|
2017
Q4 | $340K | Buy |
2,535
+120
| +5% | +$16.1K | 0.04% | 170 |
|
|
2017
Q3 | $353K | Hold |
2,415
| – | – | 0.05% | 163 |
|
|
2017
Q2 | $321K | Hold |
2,415
| – | – | 0.05% | 172 |
|
|
2017
Q1 | $287K | Sell |
2,415
-490
| -17% | -$58.2K | 0.05% | 159 |
|
|
2016
Q4 | $324K | Sell |
2,905
-855
| -23% | -$95.4K | 0.06% | 166 |
|
|
2016
Q3 | $423K | Buy |
3,760
+165
| +5% | +$18.6K | 0.08% | 149 |
|
|
2016
Q2 | $393K | Buy |
3,595
+272
| +8% | +$29.7K | 0.08% | 151 |
|
|
2016
Q1 | $347K | Buy |
3,323
+573
| +21% | +$59.9K | 0.07% | 156 |
|
|
2015
Q4 | $254K | Sell |
2,750
-2,450
| -47% | -$226K | 0.05% | 163 |
|
|
2015
Q3 | $461K | Buy |
5,200
+2,700
| +108% | +$239K | 0.09% | 149 |
|
|
2015
Q2 | $249K | Hold |
2,500
| – | – | 0.05% | 165 |
|
|
2015
Q1 | $240K | Sell |
2,500
-350
| -12% | -$33.6K | 0.05% | 160 |
|
|
2014
Q4 | $270K | Sell |
2,850
-250
| -8% | -$23.7K | 0.06% | 146 |
|
|
2014
Q3 | $272K | Hold |
3,100
| – | – | 0.06% | 148 |
|
|
2014
Q2 | $279K | Buy |
3,100
+300
| +11% | +$27K | 0.07% | 141 |
|
|
2014
Q1 | $236K | Hold |
2,800
| – | – | 0.06% | 126 |
|
|
2013
Q4 | $235K | Sell |
2,800
-150
| -5% | -$12.6K | 0.06% | 125 |
|
|
2013
Q3 | $220K | Sell |
2,950
-5,015
| -63% | -$373K | 0.07% | 121 |
|
|
2013
Q2 | $513K | Buy |
+7,965
| New | +$513K | 0.16% | 105 |
|