Center for Financial Planning’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
653
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $261K | Hold |
653
| – | – | 0.03% | 139 |
|
|
2024
Q4 | $235K | Hold |
653
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $226K | Sell |
653
-200
| -23% | -$69.2K | 0.03% | 147 |
|
|
2024
Q2 | $250K | Hold |
853
| – | – | 0.04% | 133 |
|
|
2024
Q1 | $285K | Hold |
853
| – | – | 0.04% | 124 |
|
|
2023
Q4 | $248K | Hold |
853
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $277K | Hold |
853
| – | – | 0.06% | 109 |
|
|
2023
Q2 | $294K | Hold |
853
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $269K | Hold |
853
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $256K | Hold |
853
| – | – | 0.06% | 117 |
|
|
2022
Q3 | $228K | Hold |
853
| – | – | 0.06% | 113 |
|
|
2022
Q2 | $230K | Hold |
853
| – | – | 0.06% | 116 |
|
|
2022
Q1 | $278K | Hold |
853
| – | – | 0.06% | 113 |
|
|
2021
Q4 | $256K | Hold |
853
| – | – | 0.05% | 118 |
|
|
2021
Q3 | $244K | Hold |
853
| – | – | 0.06% | 112 |
|
|
2021
Q2 | $204K | Hold |
853
| – | – | 0.05% | 121 |
|
|
2021
Q1 | $196K | Sell |
853
-853
| -50% | -$196K | 0.05% | 123 |
|
|
2020
Q4 | $360K | Hold |
1,706
| – | – | 0.1% | 84 |
|
|
2020
Q3 | $352K | Hold |
1,706
| – | – | 0.11% | 81 |
|
|
2020
Q2 | $329K | Sell |
1,706
-24
| -1% | -$4.63K | 0.11% | 76 |
|
|
2020
Q1 | $286K | Buy |
1,730
+24
| +1% | +$3.97K | 0.1% | 83 |
|
|
2019
Q4 | $355K | Buy |
+1,706
| New | +$355K | 0.09% | 86 |
|