Donaldson Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-603
| Closed | -$217K | – | 222 |
|
|
2024
Q4 | $217K | Sell |
603
-157
| -21% | -$56.4K | 0.01% | 209 |
|
|
2024
Q3 | $263K | Buy |
+760
| New | +$263K | 0.01% | 200 |
|
|
2024
Q2 | – | Sell |
-663
| Closed | -$221K | – | 210 |
|
|
2024
Q1 | $221K | Sell |
663
-38
| -5% | -$12.7K | 0.01% | 198 |
|
|
2023
Q4 | $204K | Sell |
701
-184
| -21% | -$53.6K | 0.01% | 212 |
|
|
2023
Q3 | $287K | Sell |
885
-56
| -6% | -$18.2K | 0.01% | 191 |
|
|
2023
Q2 | $325K | Buy |
+941
| New | +$325K | 0.01% | 183 |
|
|
2021
Q3 | – | Sell |
-2,485
| Closed | -$593K | – | 256 |
|
|
2021
Q2 | $593K | Buy |
2,485
+167
| +7% | +$39.9K | 0.03% | 156 |
|
|
2021
Q1 | $533K | Buy |
2,318
+25
| +1% | +$5.75K | 0.03% | 165 |
|
|
2020
Q4 | $485K | Sell |
2,293
-274
| -11% | -$58K | 0.03% | 165 |
|
|
2020
Q3 | $530K | Buy |
+2,567
| New | +$530K | 0.04% | 137 |
|
|
2020
Q1 | – | Sell |
-1,984
| Closed | -$413K | – | 191 |
|
|
2019
Q4 | $413K | Buy |
1,984
+469
| +31% | +$97.6K | 0.03% | 149 |
|
|
2019
Q3 | $293K | Buy |
+1,515
| New | +$293K | 0.02% | 168 |
|