Chesley Taft & Associates’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Hold |
4,072
| – | – | 0.06% | 175 |
|
|
2025
Q1 | $1.63M | Buy |
4,072
+650
| +19% | +$259K | 0.08% | 157 |
|
|
2024
Q4 | $1.23M | Hold |
3,422
| – | – | 0.06% | 182 |
|
|
2024
Q3 | $1.18M | Sell |
3,422
-150
| -4% | -$51.9K | 0.06% | 183 |
|
|
2024
Q2 | $1.05M | Sell |
3,572
-7,784
| -69% | -$2.29M | 0.05% | 185 |
|
|
2024
Q1 | $3.79M | Sell |
11,356
-122
| -1% | -$40.7K | 0.19% | 97 |
|
|
2023
Q4 | $3.34M | Sell |
11,478
-43
| -0.4% | -$12.5K | 0.19% | 97 |
|
|
2023
Q3 | $3.74M | Sell |
11,521
-205
| -2% | -$66.5K | 0.24% | 87 |
|
|
2023
Q2 | $4.05M | Buy |
11,726
+60
| +0.5% | +$20.7K | 0.25% | 85 |
|
|
2023
Q1 | $3.68M | Buy |
11,666
+85
| +0.7% | +$26.8K | 0.24% | 91 |
|
|
2022
Q4 | $3.48M | Buy |
11,581
+134
| +1% | +$40.2K | 0.24% | 94 |
|
|
2022
Q3 | $3.07M | Buy |
11,447
+80
| +0.7% | +$21.4K | 0.23% | 98 |
|
|
2022
Q2 | $3.07M | Buy |
11,367
+75
| +0.7% | +$20.2K | 0.21% | 106 |
|
|
2022
Q1 | $3.72M | Buy |
11,292
+145
| +1% | +$47.7K | 0.22% | 98 |
|
|
2021
Q4 | $3.35M | Buy |
11,147
+25
| +0.2% | +$7.51K | 0.17% | 112 |
|
|
2021
Q3 | $3.18M | Buy |
11,122
+110
| +1% | +$31.4K | 0.18% | 107 |
|
|
2021
Q2 | $2.63M | Buy |
11,012
+115
| +1% | +$27.5K | 0.15% | 121 |
|
|
2021
Q1 | $2.55M | Buy |
10,897
+60
| +0.6% | +$14K | 0.15% | 116 |
|
|
2020
Q4 | $2.29M | Sell |
10,837
-15
| -0.1% | -$3.17K | 0.15% | 116 |
|
|
2020
Q3 | $2.24M | Sell |
10,852
-235
| -2% | -$48.5K | 0.16% | 105 |
|
|
2020
Q2 | $2.14M | Sell |
11,087
-170
| -2% | -$32.7K | 0.16% | 104 |
|
|
2020
Q1 | $1.86M | Buy |
11,257
+1,120
| +11% | +$185K | 0.17% | 102 |
|
|
2019
Q4 | $2.11M | Buy |
10,137
+50
| +0.5% | +$10.4K | 0.15% | 111 |
|
|
2019
Q3 | $1.95M | Buy |
10,087
+420
| +4% | +$81.3K | 0.15% | 118 |
|
|
2019
Q2 | $1.87M | Buy |
9,667
+8,117
| +524% | +$1.57M | 0.15% | 118 |
|
|
2019
Q1 | $265K | Hold |
1,550
| – | – | 0.02% | 236 |
|
|
2018
Q4 | $225K | Hold |
1,550
| – | – | 0.02% | 244 |
|
|
2018
Q3 | $238K | Hold |
1,550
| – | – | 0.02% | 264 |
|
|
2018
Q2 | $213K | Hold |
1,550
| – | – | 0.02% | 264 |
|
|
2018
Q1 | $218K | Sell |
1,550
-310
| -17% | -$43.6K | 0.02% | 258 |
|
|
2017
Q4 | $249K | Hold |
1,860
| – | – | 0.02% | 269 |
|
|
2017
Q3 | $272K | Hold |
1,860
| – | – | 0.02% | 259 |
|
|
2017
Q2 | $247K | Hold |
1,860
| – | – | 0.02% | 258 |
|
|
2017
Q1 | $221K | Hold |
1,860
| – | – | 0.02% | 265 |
|
|
2016
Q4 | $207K | Hold |
1,860
| – | – | 0.02% | 265 |
|
|
2016
Q3 | $209K | Hold |
1,860
| – | – | 0.02% | 248 |
|
|
2016
Q2 | $203K | Buy |
+1,860
| New | +$203K | 0.02% | 246 |
|