Cerity Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Sell |
37,603
-2,225
| -6% | -$794K | 0.02% | 442 |
|
2025
Q1 | $15.9M | Buy |
39,828
+7,680
| +24% | +$3.06M | 0.03% | 381 |
|
2024
Q4 | $11.4M | Sell |
32,148
-4,846
| -13% | -$1.71M | 0.02% | 447 |
|
2024
Q3 | $12.8M | Buy |
36,994
+13,373
| +57% | +$4.63M | 0.03% | 421 |
|
2024
Q2 | $6.93M | Sell |
23,621
-9,577
| -29% | -$2.81M | 0.02% | 517 |
|
2024
Q1 | $11.1M | Buy |
33,198
+14,737
| +80% | +$4.92M | 0.03% | 431 |
|
2023
Q4 | $5.37M | Buy |
18,461
+11,806
| +177% | +$3.44M | 0.02% | 521 |
|
2023
Q3 | $2.16M | Sell |
6,655
-9,870
| -60% | -$3.2M | 0.01% | 570 |
|
2023
Q2 | $5.7M | Buy |
16,525
+2,567
| +18% | +$886K | 0.02% | 466 |
|
2023
Q1 | $5.31M | Buy |
13,958
+677
| +5% | +$258K | 0.01% | 481 |
|
2022
Q4 | $4.28M | Buy |
13,281
+1,289
| +11% | +$415K | 0.03% | 389 |
|
2022
Q3 | $3.21M | Buy |
11,992
+263
| +2% | +$70.4K | 0.04% | 303 |
|
2022
Q2 | $3.16M | Buy |
11,729
+2,803
| +31% | +$756K | 0.04% | 318 |
|
2022
Q1 | $2.67M | Sell |
8,926
-570
| -6% | -$170K | 0.04% | 278 |
|
2021
Q4 | $2.86M | Buy |
9,496
+901
| +10% | +$271K | 0.04% | 265 |
|
2021
Q3 | $2.46M | Buy |
8,595
+17
| +0.2% | +$4.86K | 0.05% | 238 |
|
2021
Q2 | $2.05M | Buy |
8,578
+5
| +0.1% | +$1.19K | 0.04% | 261 |
|
2021
Q1 | $1.97M | Sell |
8,573
-624
| -7% | -$144K | 0.05% | 258 |
|
2020
Q4 | $1.94M | Buy |
9,197
+287
| +3% | +$60.6K | 0.06% | 218 |
|
2020
Q3 | $1.84M | Buy |
8,910
+4,527
| +103% | +$934K | 0.08% | 178 |
|
2020
Q2 | $844K | Buy |
4,383
+59
| +1% | +$11.4K | 0.05% | 223 |
|
2020
Q1 | $714K | Buy |
4,324
+2,739
| +173% | +$452K | 0.05% | 247 |
|
2019
Q4 | $330K | Buy |
1,585
+409
| +35% | +$85.2K | 0.02% | 408 |
|
2019
Q3 | $228K | Buy |
+1,176
| New | +$228K | 0.01% | 436 |
|