Cumberland Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
9,880
+150
| +2% | +$53.5K | 0.24% | 73 |
|
|
2025
Q1 | $3.88M | Buy |
+9,730
| New | +$3.88M | 0.3% | 62 |
|
|
2024
Q2 | – | Sell |
-11,391
| Closed | -$3.8M | – | 173 |
|
|
2024
Q1 | $3.8M | Sell |
11,391
-24,985
| -69% | -$8.34M | 0.28% | 69 |
|
|
2023
Q4 | $11.3M | Buy |
36,376
+705
| +2% | +$218K | 1.03% | 28 |
|
|
2023
Q3 | $11.6M | Sell |
35,671
-2,825
| -7% | -$916K | 1.11% | 27 |
|
|
2023
Q2 | $13.3M | Sell |
38,496
-310
| -0.8% | -$107K | 1.22% | 25 |
|
|
2023
Q1 | $12.2M | Buy |
38,806
+2,445
| +7% | +$771K | 1.2% | 27 |
|
|
2022
Q4 | $10.9M | Sell |
36,361
-85
| -0.2% | -$25.5K | 1.15% | 26 |
|
|
2022
Q3 | $9.76M | Sell |
36,446
-525
| -1% | -$141K | 1.04% | 28 |
|
|
2022
Q2 | $9.97M | Buy |
36,971
+4,216
| +13% | +$1.14M | 0.95% | 30 |
|
|
2022
Q1 | $10.7M | Sell |
32,755
-3,275
| -9% | -$1.07M | 0.81% | 34 |
|
|
2021
Q4 | $10.8M | Buy |
36,030
+9,030
| +33% | +$2.71M | 0.76% | 34 |
|
|
2021
Q3 | $7.72M | Buy |
27,000
+4,975
| +23% | +$1.42M | 0.63% | 42 |
|
|
2021
Q2 | $5.26M | Buy |
+22,025
| New | +$5.26M | 0.41% | 65 |
|