Haverford Financial Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Sell |
23,102
-42
| -0.2% | -$15K | 2.44% | 19 |
|
|
2025
Q1 | $9.24M | Buy |
23,144
+4,259
| +23% | +$1.7M | 2.85% | 17 |
|
|
2024
Q4 | $6.78M | Sell |
18,885
-20
| -0.1% | -$7.18K | 2.07% | 22 |
|
|
2024
Q3 | $6.54M | Sell |
18,905
-2
| -0% | -$692 | 1.87% | 27 |
|
|
2024
Q2 | $5.55M | Sell |
18,907
-2,461
| -12% | -$723K | 1.66% | 29 |
|
|
2024
Q1 | $7.13M | Sell |
21,368
-64
| -0.3% | -$21.4K | 2.05% | 23 |
|
|
2023
Q4 | $6.24M | Buy |
21,432
+67
| +0.3% | +$19.5K | 1.87% | 29 |
|
|
2023
Q3 | $6.93M | Sell |
21,365
-53
| -0.2% | -$17.2K | 2.23% | 22 |
|
|
2023
Q2 | $7.39M | Sell |
21,418
-96
| -0.4% | -$33.1K | 2.2% | 25 |
|
|
2023
Q1 | $6.78M | Sell |
21,514
-5,688
| -21% | -$1.79M | 2.12% | 27 |
|
|
2022
Q4 | $8.16M | Buy |
27,202
+6,625
| +32% | +$1.99M | 2.25% | 21 |
|
|
2022
Q3 | $5.51M | Buy |
20,577
+3,436
| +20% | +$920K | 1.69% | 27 |
|
|
2022
Q2 | $4.62M | Buy |
17,141
+11,521
| +205% | +$3.11M | 1.35% | 29 |
|
|
2022
Q1 | $1.83M | Buy |
5,620
+475
| +9% | +$155K | 0.45% | 33 |
|
|
2021
Q4 | $1.55M | Buy |
5,145
+985
| +24% | +$296K | 0.35% | 36 |
|
|
2021
Q3 | $1.19M | Buy |
+4,160
| New | +$1.19M | 0.29% | 41 |
|