Choate Investment 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 | $335K | Sell |
939
-6
| -0.6% | -$2.14K | 0.01% | 324 |
|
|
2025
Q1 | $377K | Buy |
945
+30
| +3% | +$12K | 0.01% | 294 |
|
|
2024
Q4 | $329K | Buy |
915
+82
| +10% | +$29.5K | 0.01% | 315 |
|
|
2024
Q3 | $288K | Buy |
833
+103
| +14% | +$35.6K | 0.01% | 321 |
|
|
2024
Q2 | $214K | Sell |
730
-10
| -1% | -$2.94K | 0.01% | 354 |
|
|
2024
Q1 | $247K | Sell |
740
-13
| -2% | -$4.34K | 0.01% | 360 |
|
|
2023
Q4 | $219K | Buy |
753
+22
| +3% | +$6.4K | 0.01% | 351 |
|
|
2023
Q3 | $237K | Buy |
+731
| New | +$237K | 0.01% | 324 |
|
|
2022
Q2 | – | Sell |
-636
| Closed | -$207K | – | 316 |
|
|
2022
Q1 | $207K | Sell |
636
-790
| -55% | -$257K | 0.01% | 286 |
|
|
2021
Q4 | $429K | Sell |
1,426
-45
| -3% | -$13.5K | 0.03% | 201 |
|
|
2021
Q3 | $420K | Sell |
1,471
-80
| -5% | -$22.8K | 0.03% | 191 |
|
|
2021
Q2 | $370K | Buy |
1,551
+176
| +13% | +$42K | 0.02% | 202 |
|
|
2021
Q1 | $316K | Buy |
1,375
+125
| +10% | +$28.7K | 0.02% | 214 |
|
|
2020
Q4 | $264K | Buy |
1,250
+200
| +19% | +$42.2K | 0.02% | 218 |
|
|
2020
Q3 | $217K | Buy |
+1,050
| New | +$217K | 0.01% | 233 |
|