KCM Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
602
-7
| -1% | -$2.5K | 0.01% | 364 |
|
|
2025
Q1 | $243K | Hold |
609
| – | – | 0.01% | 334 |
|
|
2024
Q4 | $219K | Hold |
609
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $211K | Buy |
+609
| New | +$211K | 0.01% | 365 |
|
|
2024
Q2 | – | Sell |
-605
| Closed | -$202K | – | 369 |
|
|
2024
Q1 | $202K | Buy |
+605
| New | +$202K | 0.01% | 369 |
|
|
2023
Q4 | – | Sell |
-826
| Closed | -$268K | – | 366 |
|
|
2023
Q3 | $268K | Sell |
826
-1,500
| -64% | -$486K | 0.01% | 322 |
|
|
2023
Q2 | $803K | Hold |
2,326
| – | – | 0.03% | 223 |
|
|
2023
Q1 | $733K | Buy |
2,326
+11
| +0.5% | +$3.47K | 0.03% | 230 |
|
|
2022
Q4 | $695K | Buy |
2,315
+35
| +2% | +$10.5K | 0.03% | 234 |
|
|
2022
Q3 | $611K | Hold |
2,280
| – | – | 0.03% | 235 |
|
|
2022
Q2 | $615K | Buy |
2,280
+41
| +2% | +$11.1K | 0.03% | 241 |
|
|
2022
Q1 | $729K | Buy |
2,239
+1,560
| +230% | +$508K | 0.03% | 236 |
|
|
2021
Q4 | $204K | Buy |
+679
| New | +$204K | 0.01% | 407 |
|
|
2017
Q4 | – | Sell |
-1,610
| Closed | -$235K | – | 517 |
|
|
2017
Q3 | $235K | Hold |
1,610
| – | – | 0.01% | 478 |
|
|
2017
Q2 | $214K | Buy |
+1,610
| New | +$214K | 0.01% | 509 |
|
|
2016
Q3 | – | Sell |
-2,341
| Closed | -$256K | – | 538 |
|
|
2016
Q2 | $256K | Buy |
+2,341
| New | +$256K | 0.02% | 459 |
|