Goelzer Investment Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $494K | Hold |
1,386
| – | – | 0.03% | 187 |
|
2025
Q1 | $553K | Hold |
1,386
| – | – | 0.03% | 172 |
|
2024
Q4 | $498K | Sell |
1,386
-59
| -4% | -$21.2K | 0.03% | 179 |
|
2024
Q3 | $500K | Sell |
1,445
-15
| -1% | -$5.19K | 0.03% | 177 |
|
2024
Q2 | $429K | Sell |
1,460
-26
| -2% | -$7.63K | 0.02% | 182 |
|
2024
Q1 | $496K | Sell |
1,486
-3,959
| -73% | -$1.32M | 0.03% | 182 |
|
2023
Q4 | $1.58M | Buy |
5,445
+124
| +2% | +$36.1K | 0.1% | 130 |
|
2023
Q3 | $1.73M | Sell |
5,321
-47
| -0.9% | -$15.2K | 0.12% | 122 |
|
2023
Q2 | $1.85M | Sell |
5,368
-5,375
| -50% | -$1.86M | 0.16% | 123 |
|
2023
Q1 | $3.39M | Sell |
10,743
-540
| -5% | -$170K | 0.29% | 100 |
|
2022
Q4 | $3.39M | Sell |
11,283
-492
| -4% | -$148K | 0.29% | 94 |
|
2022
Q3 | $3.15M | Sell |
11,775
-30
| -0.3% | -$8.04K | 0.32% | 91 |
|
2022
Q2 | $3.18M | Buy |
11,805
+83
| +0.7% | +$22.4K | 0.31% | 101 |
|
2022
Q1 | $3.82M | Buy |
11,722
+438
| +4% | +$143K | 0.33% | 96 |
|
2021
Q4 | $3.39M | Sell |
11,284
-171
| -1% | -$51.4K | 0.28% | 106 |
|
2021
Q3 | $3.27M | Sell |
11,455
-428
| -4% | -$122K | 0.29% | 110 |
|
2021
Q2 | $2.84M | Sell |
11,883
-3,710
| -24% | -$886K | 0.24% | 122 |
|
2021
Q1 | $3.59M | Sell |
15,593
-869
| -5% | -$200K | 0.32% | 100 |
|
2020
Q4 | $3.48M | Sell |
16,462
-182
| -1% | -$38.5K | 0.32% | 101 |
|
2020
Q3 | $3.43M | Sell |
16,644
-407
| -2% | -$84K | 0.32% | 96 |
|
2020
Q2 | $3.28M | Sell |
17,051
-358
| -2% | -$69K | 0.32% | 95 |
|
2020
Q1 | $2.87M | Sell |
17,409
-523
| -3% | -$86.3K | 0.33% | 93 |
|
2019
Q4 | $3.74M | Sell |
17,932
-295
| -2% | -$61.4K | 0.32% | 97 |
|
2019
Q3 | $3.53M | Sell |
18,227
-162
| -0.9% | -$31.4K | 0.32% | 99 |
|
2019
Q2 | $3.55M | Sell |
18,389
-208
| -1% | -$40.1K | 0.33% | 96 |
|
2019
Q1 | $3.18M | Buy |
18,597
+114
| +0.6% | +$19.5K | 0.3% | 99 |
|
2018
Q4 | $2.69M | Sell |
18,483
-521
| -3% | -$75.7K | 0.34% | 102 |
|
2018
Q3 | $2.92M | Sell |
19,004
-608
| -3% | -$93.5K | 0.33% | 105 |
|
2018
Q2 | $2.69M | Sell |
19,612
-899
| -4% | -$123K | 0.31% | 112 |
|
2018
Q1 | $2.88M | Sell |
20,511
-655
| -3% | -$91.9K | 0.34% | 106 |
|
2017
Q4 | $2.84M | Sell |
21,166
-305
| -1% | -$40.9K | 0.32% | 110 |
|
2017
Q3 | $3.14M | Buy |
21,471
+2,875
| +15% | +$420K | 0.37% | 102 |
|
2017
Q2 | $2.47M | Buy |
18,596
+1,341
| +8% | +$178K | 0.3% | 112 |
|
2017
Q1 | $2.05M | Sell |
17,255
-507
| -3% | -$60.2K | 0.26% | 126 |
|
2016
Q4 | $1.98M | Sell |
17,762
-4,420
| -20% | -$493K | 0.26% | 130 |
|
2016
Q3 | $2.5M | Sell |
22,182
-15
| -0.1% | -$1.69K | 0.34% | 120 |
|
2016
Q2 | $2.43M | Buy |
+22,197
| New | +$2.43M | 0.33% | 120 |
|