Joel Isaacson & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Hold |
2,638
| – | – | 0.04% | 173 |
|
|
2025
Q1 | $1.05M | Buy |
2,638
+418
| +19% | +$167K | 0.05% | 151 |
|
|
2024
Q4 | $797K | Hold |
2,220
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $768K | Hold |
2,220
| – | – | 0.04% | 165 |
|
|
2024
Q2 | $652K | Hold |
2,220
| – | – | 0.03% | 177 |
|
|
2024
Q1 | $741K | Hold |
2,220
| – | – | 0.04% | 160 |
|
|
2023
Q4 | $646K | Hold |
2,220
| – | – | 0.04% | 161 |
|
|
2023
Q3 | $720K | Hold |
2,220
| – | – | 0.05% | 147 |
|
|
2023
Q2 | $766K | Hold |
2,220
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $700K | Buy |
2,220
+100
| +5% | +$31.5K | 0.05% | 145 |
|
|
2022
Q4 | $636K | Hold |
2,120
| – | – | 0.05% | 146 |
|
|
2022
Q3 | $568K | Hold |
2,120
| – | – | 0.05% | 149 |
|
|
2022
Q2 | $572K | Hold |
2,120
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $698K | Hold |
2,120
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $637K | Sell |
2,120
-67
| -3% | -$20.1K | 0.04% | 165 |
|
|
2021
Q3 | $625K | Buy |
2,187
+453
| +26% | +$129K | 0.05% | 159 |
|
|
2021
Q2 | $414K | Hold |
1,734
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $399K | Buy |
1,734
+78
| +5% | +$17.9K | 0.04% | 183 |
|
|
2020
Q4 | $350K | Hold |
1,656
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $342K | Hold |
1,656
| – | – | 0.04% | 161 |
|
|
2020
Q2 | $319K | Hold |
1,656
| – | – | 0.05% | 157 |
|
|
2020
Q1 | $273K | Sell |
1,656
-93
| -5% | -$15.3K | 0.05% | 148 |
|
|
2019
Q4 | $364K | Sell |
1,749
-63
| -3% | -$13.1K | 0.05% | 155 |
|
|
2019
Q3 | $351K | Sell |
1,812
-2
| -0.1% | -$387 | 0.05% | 151 |
|
|
2019
Q2 | $350K | Sell |
1,814
-276
| -13% | -$53.3K | 0.05% | 150 |
|
|
2019
Q1 | $357K | Sell |
2,090
-18
| -0.9% | -$3.08K | 0.05% | 156 |
|
|
2018
Q4 | $310K | Buy |
2,108
+586
| +39% | +$86.2K | 0.05% | 177 |
|
|
2018
Q3 | $234K | Hold |
1,522
| – | – | 0.04% | 180 |
|
|
2018
Q2 | $209K | Hold |
1,522
| – | – | 0.04% | 189 |
|
|
2018
Q1 | $214K | Hold |
1,522
| – | – | 0.04% | 179 |
|
|
2017
Q4 | $204K | Hold |
1,522
| – | – | 0.04% | 184 |
|
|
2017
Q3 | $222K | Hold |
1,522
| – | – | 0.04% | 171 |
|
|
2017
Q2 | $202K | Buy |
+1,522
| New | +$202K | 0.04% | 170 |
|
|
2017
Q1 | – | Sell |
-1,522
| Closed | -$170K | – | 195 |
|
|
2016
Q4 | $170K | Hold |
1,522
| – | – | 0.03% | 169 |
|
|
2016
Q3 | $171K | Hold |
1,522
| – | – | 0.04% | 180 |
|
|
2016
Q2 | $166K | Sell |
1,522
-992
| -39% | -$108K | 0.04% | 180 |
|
|
2016
Q1 | $263K | Hold |
2,514
| – | – | 0.06% | 147 |
|
|
2015
Q4 | $232K | Hold |
2,514
| – | – | 0.06% | 144 |
|
|
2015
Q3 | $223K | Sell |
2,514
-116
| -4% | -$10.3K | 0.06% | 132 |
|
|
2015
Q2 | $262K | Buy |
2,630
+116
| +5% | +$11.6K | 0.07% | 136 |
|
|
2015
Q1 | $242K | Sell |
2,514
-120
| -5% | -$11.6K | 0.06% | 142 |
|
|
2014
Q4 | $250K | Buy |
2,634
+120
| +5% | +$11.4K | 0.07% | 128 |
|
|
2014
Q3 | $220K | Hold |
2,514
| – | – | 0.07% | 115 |
|
|
2014
Q2 | $226K | Buy |
2,514
+992
| +65% | +$89.2K | 0.07% | 114 |
|
|
2014
Q1 | $128K | Hold |
1,522
| – | – | 0.04% | 175 |
|
|
2013
Q4 | $128K | Hold |
1,522
| – | – | 0.05% | 160 |
|
|
2013
Q3 | $113K | Hold |
1,522
| – | – | 0.05% | 162 |
|
|
2013
Q2 | $98K | Buy |
+1,522
| New | +$98K | 0.05% | 149 |
|