Cohen Klingenstein’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.78M	Hold	5,000	–	–	0.06%	129
2025 Q1	$2M	Hold	5,000	–	–	0.07%	120
2024 Q4	$1.8M	Hold	5,000	–	–	0.06%	127
2024 Q3	$1.73M	Hold	5,000	–	–	0.06%	144
2024 Q2	$1.47M	Hold	5,000	–	–	0.05%	146
2024 Q1	$1.67M	Hold	5,000	–	–	0.06%	138
2023 Q4	$1.46M	Hold	5,000	–	–	0.06%	145
2023 Q3	$1.62M	Hold	5,000	–	–	0.07%	133
2023 Q2	$1.73M	Hold	5,000	–	–	0.07%	132
2023 Q1	$1.58M	Hold	5,000	–	–	0.07%	136
2022 Q4	$1.5M	Hold	5,000	–	–	0.08%	139
2022 Q3	$1.34M	Hold	5,000	–	–	0.07%	137
2022 Q2	$1.35M	Hold	5,000	–	–	0.07%	138
2022 Q1	$1.63M	Hold	5,000	–	–	0.07%	132
2021 Q4	$1.5M	Hold	5,000	–	–	0.06%	146
2021 Q3	$1.43M	Hold	5,000	–	–	0.06%	146
2021 Q2	$1.19M	Hold	5,000	–	–	0.05%	171
2021 Q1	$1.15M	Hold	5,000	–	–	0.05%	169
2020 Q4	$1.06M	Hold	5,000	–	–	0.05%	168
2020 Q3	$1.03M	Hold	5,000	–	–	0.06%	165
2020 Q2	$963K	Hold	5,000	–	–	0.06%	162
2020 Q1	$825K	Hold	5,000	–	–	0.06%	161
2019 Q4	$1.04M	Hold	5,000	–	–	0.06%	159
2019 Q3	$968K	Buy	+5,000	New	+$968K	0.06%	164