Capital Planning 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 | $4.81M | Sell |
13,488
-86
| -0.6% | -$30.7K | 0.71% | 35 |
|
|
2025
Q1 | $5.42M | Sell |
13,574
-36
| -0.3% | -$14.4K | 0.84% | 33 |
|
|
2024
Q4 | $4.89M | Buy |
13,610
+1,158
| +9% | +$416K | 0.75% | 34 |
|
|
2024
Q3 | $4.31M | Sell |
12,452
-333
| -3% | -$115K | 0.65% | 41 |
|
|
2024
Q2 | $3.75M | Buy |
12,785
+574
| +5% | +$169K | 0.64% | 41 |
|
|
2024
Q1 | $4.08M | Buy |
12,211
+340
| +3% | +$113K | 0.72% | 37 |
|
|
2023
Q4 | $3.45M | Buy |
11,871
+78
| +0.7% | +$22.7K | 0.65% | 40 |
|
|
2023
Q3 | $3.82M | Buy |
11,793
+35
| +0.3% | +$11.3K | 0.8% | 33 |
|
|
2023
Q2 | $4.06M | Buy |
11,758
+543
| +5% | +$187K | 0.82% | 30 |
|
|
2023
Q1 | $3.54M | Sell |
11,215
-521
| -4% | -$164K | 0.75% | 32 |
|
|
2022
Q4 | $3.52M | Buy |
11,736
+2,267
| +24% | +$680K | 0.84% | 34 |
|
|
2022
Q3 | $2.54M | Buy |
9,469
+552
| +6% | +$148K | 0.68% | 36 |
|
|
2022
Q2 | $2.41M | Buy |
8,917
+97
| +1% | +$26.2K | 0.64% | 42 |
|
|
2022
Q1 | $2.87M | Sell |
8,820
-126
| -1% | -$41K | 0.61% | 42 |
|
|
2021
Q4 | $2.69M | Buy |
8,946
+155
| +2% | +$46.6K | 0.51% | 48 |
|
|
2021
Q3 | $2.51M | Buy |
8,791
+129
| +1% | +$36.9K | 0.52% | 50 |
|
|
2021
Q2 | $2.07M | Buy |
8,662
+38
| +0.4% | +$9.07K | 0.42% | 58 |
|
|
2021
Q1 | $1.98M | Buy |
8,624
+2,531
| +42% | +$582K | 0.44% | 59 |
|
|
2020
Q4 | $1.29M | Sell |
6,093
-1,388
| -19% | -$293K | 0.32% | 67 |
|
|
2020
Q3 | $1.54M | Buy |
7,481
+246
| +3% | +$50.7K | 0.42% | 58 |
|
|
2020
Q2 | $1.39M | Buy |
7,235
+3,898
| +117% | +$751K | 0.41% | 59 |
|
|
2020
Q1 | $551K | Buy |
3,337
+55
| +2% | +$9.08K | 0.21% | 76 |
|
|
2019
Q4 | $684K | Buy |
3,282
+1,736
| +112% | +$362K | 0.18% | 80 |
|
|
2019
Q3 | $299K | Buy |
+1,546
| New | +$299K | 0.09% | 104 |
|