Hummer Financial Advisory 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 | $608K | Hold |
1,703
| – | – | 0.46% | 48 |
|
|
2025
Q1 | $680K | Buy |
1,703
+170
| +11% | +$67.8K | 0.55% | 39 |
|
|
2024
Q4 | $551K | Sell |
1,533
-200
| -12% | -$71.8K | 0.44% | 43 |
|
|
2024
Q3 | $600K | Hold |
1,733
| – | – | 0.47% | 41 |
|
|
2024
Q2 | $509K | Sell |
1,733
-280
| -14% | -$82.2K | 0.44% | 45 |
|
|
2024
Q1 | $672K | Buy |
2,013
+280
| +16% | +$93.4K | 0.55% | 38 |
|
|
2023
Q4 | $504K | Hold |
1,733
| – | – | 0.46% | 43 |
|
|
2023
Q3 | $562K | Hold |
1,733
| – | – | 0.57% | 35 |
|
|
2023
Q2 | $598K | Sell |
1,733
-1,400
| -45% | -$483K | 0.59% | 36 |
|
|
2023
Q1 | $988K | Hold |
3,133
| – | – | 1.05% | 20 |
|
|
2022
Q4 | $940K | Hold |
3,133
| – | – | 1.03% | 21 |
|
|
2022
Q3 | $839K | Hold |
3,133
| – | – | 0.99% | 24 |
|
|
2022
Q2 | $845K | Hold |
3,133
| – | – | 0.96% | 25 |
|
|
2022
Q1 | $1.02M | Hold |
3,133
| – | – | 0.92% | 24 |
|
|
2021
Q4 | $942K | Hold |
3,133
| – | – | 0.79% | 28 |
|
|
2021
Q3 | $895K | Hold |
3,133
| – | – | 0.83% | 26 |
|
|
2021
Q2 | $748K | Hold |
3,133
| – | – | 0.69% | 29 |
|
|
2021
Q1 | $721K | Sell |
3,133
-280
| -8% | -$64.4K | 0.7% | 31 |
|
|
2020
Q4 | $721K | Hold |
3,413
| – | – | 0.76% | 29 |
|
|
2020
Q3 | $704K | Hold |
3,413
| – | – | 0.83% | 25 |
|
|
2020
Q2 | $657K | Buy |
3,413
+280
| +9% | +$53.9K | 0.84% | 25 |
|
|
2020
Q1 | $517K | Hold |
3,133
| – | – | 0.78% | 32 |
|
|
2019
Q4 | $653K | Buy |
+3,133
| New | +$653K | 0.71% | 36 |
|