Cobblestone Capital 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 | $325K | Sell |
912
-3
| -0.3% | -$1.07K | 0.02% | 235 |
|
|
2025
Q1 | $365K | Sell |
915
-36
| -4% | -$14.4K | 0.02% | 224 |
|
|
2024
Q4 | $342K | Hold |
951
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $329K | Buy |
951
+3
| +0.3% | +$1.04K | 0.02% | 226 |
|
|
2024
Q2 | $278K | Buy |
948
+43
| +5% | +$12.6K | 0.02% | 236 |
|
|
2024
Q1 | $302K | Hold |
905
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $263K | Hold |
905
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $293K | Hold |
905
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $312K | Buy |
905
+220
| +32% | +$75.9K | 0.02% | 210 |
|
|
2023
Q1 | $216K | Hold |
685
| – | – | 0.02% | 253 |
|
|
2022
Q4 | $206K | Buy |
+685
| New | +$206K | 0.02% | 264 |
|
|
2022
Q2 | – | Sell |
-730
| Closed | -$238K | – | 252 |
|
|
2022
Q1 | $238K | Hold |
730
| – | – | 0.02% | 230 |
|
|
2021
Q4 | $219K | Sell |
730
-70
| -9% | -$21K | 0.01% | 247 |
|
|
2021
Q3 | $229K | Buy |
+800
| New | +$229K | 0.02% | 235 |
|
|
2020
Q4 | – | Sell |
-1,040
| Closed | -$215K | – | 248 |
|
|
2020
Q3 | $215K | Sell |
1,040
-23
| -2% | -$4.76K | 0.02% | 227 |
|
|
2020
Q2 | $205K | Sell |
1,063
-225
| -17% | -$43.4K | 0.02% | 230 |
|
|
2020
Q1 | $213K | Hold |
1,288
| – | – | 0.02% | 229 |
|
|
2019
Q4 | $268K | Hold |
1,288
| – | – | 0.02% | 221 |
|
|
2019
Q3 | $249K | Buy |
1,288
+23
| +2% | +$4.45K | 0.02% | 209 |
|
|
2019
Q2 | $244K | Hold |
1,265
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $216K | Buy |
+1,265
| New | +$216K | 0.02% | 228 |
|