HM Payson & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $51.7M | Buy |
129,656
+1,413
| +1% | +$564K | 0.91% | 38 |
|
|
2024
Q4 | $46.1M | Buy |
128,243
+847
| +0.7% | +$304K | 0.78% | 39 |
|
|
2024
Q3 | $44.1M | Sell |
127,396
-28,744
| -18% | -$9.95M | 0.76% | 42 |
|
|
2024
Q2 | $45.8M | Buy |
156,140
+8,478
| +6% | +$2.49M | 0.83% | 39 |
|
|
2024
Q1 | $49.3M | Sell |
147,662
-36,691
| -20% | -$12.2M | 0.92% | 38 |
|
|
2023
Q4 | $53.7M | Sell |
184,353
-2,150
| -1% | -$626K | 1.11% | 27 |
|
|
2023
Q3 | $60.5M | Buy |
186,503
+294
| +0.2% | +$95.3K | 1.42% | 23 |
|
|
2023
Q2 | $64.3M | Sell |
186,209
-6,833
| -4% | -$2.36M | 1.44% | 23 |
|
|
2023
Q1 | $60.9M | Buy |
193,042
+2,700
| +1% | +$851K | 1.46% | 24 |
|
|
2022
Q4 | $57.1M | Buy |
190,342
+12,925
| +7% | +$3.88M | 1.42% | 24 |
|
|
2022
Q3 | $47.5M | Buy |
177,417
+2,490
| +1% | +$667K | 1.3% | 28 |
|
|
2022
Q2 | $47.2M | Sell |
174,927
-7,789
| -4% | -$2.1M | 1.21% | 30 |
|
|
2022
Q1 | $59.5M | Sell |
182,716
-7,624
| -4% | -$2.48M | 1.35% | 24 |
|
|
2021
Q4 | $57.2M | Buy |
190,340
+8,461
| +5% | +$2.54M | 1.24% | 28 |
|
|
2021
Q3 | $52M | Buy |
181,879
+45,553
| +33% | +$13M | 1.27% | 28 |
|
|
2021
Q2 | $32.5M | Buy |
136,326
+100,399
| +279% | +$24M | 0.79% | 43 |
|
|
2021
Q1 | $8.27M | Buy |
35,927
+35,561
| +9,716% | +$8.18M | 0.22% | 79 |
|
|
2020
Q4 | $77K | Sell |
366
-21
| -5% | -$4.42K | ﹤0.01% | 520 |
|
|
2020
Q3 | $80K | Buy |
387
+21
| +6% | +$4.34K | ﹤0.01% | 483 |
|
|
2020
Q2 | $70K | Sell |
366
-97
| -21% | -$18.6K | ﹤0.01% | 475 |
|
|
2020
Q1 | $76K | Sell |
463
-15
| -3% | -$2.46K | ﹤0.01% | 436 |
|
|
2019
Q4 | $100K | Hold |
478
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $93K | Hold |
478
| – | – | ﹤0.01% | 485 |
|
|
2019
Q2 | $92K | Buy |
+478
| New | +$92K | ﹤0.01% | 501 |
|