Creative Planning’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
29,476
-1,955
| -6% | -$697K | 0.01% | 506 |
|
|
2025
Q1 | $12.5M | Buy |
31,431
+1,955
| +7% | +$780K | 0.01% | 426 |
|
|
2024
Q4 | $10.6M | Sell |
29,476
-5,428
| -16% | -$1.95M | 0.01% | 427 |
|
|
2024
Q3 | $12.1M | Sell |
34,904
-918
| -3% | -$318K | 0.01% | 390 |
|
|
2024
Q2 | $10.5M | Buy |
35,822
+3,016
| +9% | +$885K | 0.01% | 399 |
|
|
2024
Q1 | $10.9M | Buy |
32,806
+623
| +2% | +$208K | 0.01% | 382 |
|
|
2023
Q4 | $9.37M | Buy |
32,183
+1,989
| +7% | +$579K | 0.02% | 396 |
|
|
2023
Q3 | $9.79M | Buy |
30,194
+853
| +3% | +$277K | 0.01% | 356 |
|
|
2023
Q2 | $10.1M | Buy |
29,341
+1,528
| +5% | +$527K | 0.01% | 347 |
|
|
2023
Q1 | $8.77M | Buy |
27,813
+11,231
| +68% | +$3.54M | 0.01% | 368 |
|
|
2022
Q4 | $4.98M | Buy |
16,582
+4,684
| +39% | +$1.41M | 0.01% | 494 |
|
|
2022
Q3 | $3.19M | Buy |
11,898
+1,171
| +11% | +$314K | 0.01% | 549 |
|
|
2022
Q2 | $2.89M | Buy |
10,727
+1,436
| +15% | +$387K | ﹤0.01% | 593 |
|
|
2022
Q1 | $3.03M | Buy |
9,291
+67
| +0.7% | +$21.8K | ﹤0.01% | 596 |
|
|
2021
Q4 | $2.77M | Buy |
9,224
+1,533
| +20% | +$461K | ﹤0.01% | 592 |
|
|
2021
Q3 | $2.2M | Sell |
7,691
-244
| -3% | -$69.7K | ﹤0.01% | 658 |
|
|
2021
Q2 | $1.89M | Buy |
7,935
+696
| +10% | +$166K | ﹤0.01% | 701 |
|
|
2021
Q1 | $1.67M | Buy |
7,239
+1,945
| +37% | +$448K | ﹤0.01% | 791 |
|
|
2020
Q4 | $1.12M | Buy |
5,294
+326
| +7% | +$68.9K | ﹤0.01% | 885 |
|
|
2020
Q3 | $1.03M | Buy |
4,968
+1,112
| +29% | +$229K | ﹤0.01% | 785 |
|
|
2020
Q2 | $743K | Sell |
3,856
-243
| -6% | -$46.8K | ﹤0.01% | 846 |
|
|
2020
Q1 | $677K | Sell |
4,099
-449
| -10% | -$74.2K | ﹤0.01% | 799 |
|
|
2019
Q4 | $947K | Sell |
4,548
-1,362
| -23% | -$284K | ﹤0.01% | 804 |
|
|
2019
Q3 | $1.14M | Sell |
5,910
-527
| -8% | -$102K | ﹤0.01% | 692 |
|
|
2019
Q2 | $1.24M | Buy |
6,437
+1,017
| +19% | +$196K | ﹤0.01% | 678 |
|
|
2019
Q1 | $925K | Sell |
5,420
-58
| -1% | -$9.9K | ﹤0.01% | 756 |
|
|
2018
Q4 | $796K | Buy |
5,478
+210
| +4% | +$30.5K | ﹤0.01% | 758 |
|
|
2018
Q3 | $810K | Sell |
5,268
-284
| -5% | -$43.7K | ﹤0.01% | 846 |
|
|
2018
Q2 | $762K | Buy |
5,552
+476
| +9% | +$65.3K | ﹤0.01% | 878 |
|
|
2018
Q1 | $712K | Buy |
5,076
+545
| +12% | +$76.4K | ﹤0.01% | 897 |
|
|
2017
Q4 | $607K | Sell |
4,531
-69
| -2% | -$9.24K | ﹤0.01% | 955 |
|
|
2017
Q3 | $672K | Sell |
4,600
-373
| -8% | -$54.5K | ﹤0.01% | 891 |
|
|
2017
Q2 | $661K | Sell |
4,973
-75
| -1% | -$9.97K | ﹤0.01% | 871 |
|
|
2017
Q1 | $599K | Buy |
5,048
+374
| +8% | +$44.4K | ﹤0.01% | 892 |
|
|
2016
Q4 | $521K | Buy |
4,674
+778
| +20% | +$86.7K | ﹤0.01% | 896 |
|
|
2016
Q3 | $438K | Buy |
3,896
+768
| +25% | +$86.3K | ﹤0.01% | 957 |
|
|
2016
Q2 | $342K | Sell |
3,128
-198
| -6% | -$21.6K | ﹤0.01% | 961 |
|
|
2016
Q1 | $347K | Sell |
3,326
-38
| -1% | -$3.97K | ﹤0.01% | 913 |
|
|
2015
Q4 | $310K | Buy |
3,364
+198
| +6% | +$18.2K | ﹤0.01% | 967 |
|
|
2015
Q3 | $281K | Buy |
+3,166
| New | +$281K | ﹤0.01% | 999 |
|
|
2015
Q2 | – | Sell |
-2,967
| Closed | -$285K | – | 1147 |
|
|
2015
Q1 | $285K | Sell |
2,967
-838
| -22% | -$80.5K | ﹤0.01% | 1017 |
|
|
2014
Q4 | $361K | Buy |
3,805
+89
| +2% | +$8.44K | ﹤0.01% | 841 |
|
|
2014
Q3 | $326K | Buy |
3,716
+25
| +0.7% | +$2.19K | ﹤0.01% | 824 |
|
|
2014
Q2 | $333K | Buy |
3,691
+126
| +4% | +$11.4K | ﹤0.01% | 797 |
|
|
2014
Q1 | $300K | Sell |
3,565
-900
| -20% | -$75.7K | ﹤0.01% | 819 |
|
|
2013
Q4 | $375K | Buy |
4,465
+2,474
| +124% | +$208K | 0.01% | 604 |
|
|
2013
Q3 | $148K | Buy |
1,991
+158
| +9% | +$11.7K | ﹤0.01% | 897 |
|
|
2013
Q2 | $118K | Buy |
+1,833
| New | +$118K | ﹤0.01% | 897 |
|