Douglass Winthrop 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 | $142M | Buy |
397,087
+29,387
| +8% | +$10.5M | 2.56% | 13 |
|
|
2025
Q1 | $147M | Sell |
367,700
-4,343
| -1% | -$1.73M | 2.79% | 11 |
|
|
2024
Q4 | $134M | Sell |
372,043
-376
| -0.1% | -$135K | 2.6% | 12 |
|
|
2024
Q3 | $129M | Buy |
372,419
+5,399
| +1% | +$1.87M | 2.46% | 15 |
|
|
2024
Q2 | $108M | Buy |
367,020
+10,302
| +3% | +$3.02M | 2.2% | 17 |
|
|
2024
Q1 | $119M | Buy |
356,718
+2,342
| +0.7% | +$782K | 2.45% | 15 |
|
|
2023
Q4 | $103M | Buy |
354,376
+1,110
| +0.3% | +$323K | 2.3% | 21 |
|
|
2023
Q3 | $115M | Buy |
353,266
+2,265
| +0.6% | +$734K | 2.84% | 9 |
|
|
2023
Q2 | $121M | Sell |
351,001
-435
| -0.1% | -$150K | 2.89% | 9 |
|
|
2023
Q1 | $111M | Buy |
351,436
+2,460
| +0.7% | +$776K | 2.87% | 9 |
|
|
2022
Q4 | $105M | Buy |
348,976
+1,688
| +0.5% | +$507K | 2.87% | 10 |
|
|
2022
Q3 | $93M | Buy |
347,288
+1,506
| +0.4% | +$403K | 2.81% | 11 |
|
|
2022
Q2 | $93.3M | Buy |
345,782
+361
| +0.1% | +$97.4K | 2.62% | 10 |
|
|
2022
Q1 | $112M | Buy |
345,421
+2,169
| +0.6% | +$706K | 2.66% | 12 |
|
|
2021
Q4 | $103M | Buy |
343,252
+1,092
| +0.3% | +$328K | 2.31% | 17 |
|
|
2021
Q3 | $97.8M | Buy |
342,160
+13,398
| +4% | +$3.83M | 2.4% | 18 |
|
|
2021
Q2 | $78.5M | Buy |
328,762
+14,898
| +5% | +$3.56M | 1.93% | 26 |
|
|
2021
Q1 | $72.2M | Buy |
313,864
+98,600
| +46% | +$22.7M | 1.94% | 26 |
|
|
2020
Q4 | $45.5M | Buy |
215,264
+209,564
| +3,677% | +$44.3M | 1.3% | 30 |
|
|
2020
Q3 | $1.18M | Sell |
5,700
-500
| -8% | -$103K | 0.04% | 111 |
|
|
2020
Q2 | $1.19M | Buy |
6,200
+607
| +11% | +$117K | 0.04% | 100 |
|
|
2020
Q1 | $923K | Buy |
5,593
+2,702
| +93% | +$446K | 0.04% | 105 |
|
|
2019
Q4 | $602K | Hold |
2,891
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $560K | Buy |
2,891
+48
| +2% | +$9.3K | 0.02% | 165 |
|
|
2019
Q2 | $549K | Hold |
2,843
| – | – | 0.02% | 166 |
|
|
2019
Q1 | $485K | Sell |
2,843
-500
| -15% | -$85.3K | 0.02% | 160 |
|
|
2018
Q4 | $486K | Hold |
3,343
| – | – | 0.02% | 163 |
|
|
2018
Q3 | $514K | Hold |
3,343
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $459K | Hold |
3,343
| – | – | 0.02% | 199 |
|
|
2018
Q1 | $469K | Sell |
3,343
-300
| -8% | -$42.1K | 0.02% | 196 |
|
|
2017
Q4 | $488K | Sell |
3,643
-850
| -19% | -$114K | 0.03% | 170 |
|
|
2017
Q3 | $656K | Buy |
4,493
+1,468
| +49% | +$214K | 0.04% | 150 |
|
|
2017
Q2 | $402K | Hold |
3,025
| – | – | 0.02% | 183 |
|
|
2017
Q1 | $359K | Buy |
3,025
+414
| +16% | +$49.1K | 0.02% | 187 |
|
|
2016
Q4 | $291K | Hold |
2,611
| – | – | 0.02% | 199 |
|
|
2016
Q3 | $294K | Buy |
2,611
+411
| +19% | +$46.3K | 0.02% | 198 |
|
|
2016
Q2 | $240K | Hold |
2,200
| – | – | 0.02% | 216 |
|
|
2016
Q1 | $230K | Hold |
2,200
| – | – | 0.02% | 209 |
|
|
2015
Q4 | $203K | Buy |
+2,200
| New | +$203K | 0.02% | 223 |
|