Mascoma Wealth Management’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39.6K	Hold	111	–	–	0.01%	208
2025 Q1	$44.3K	Hold	111	–	–	0.01%	197
2024 Q4	$39.9K	Hold	111	–	–	0.01%	218
2024 Q3	$38.4K	Hold	111	–	–	0.01%	214
2024 Q2	$32.6K	Hold	111	–	–	0.01%	230
2024 Q1	$37K	Sell	111 -11	-9%	-$3.67K	0.01%	207
2023 Q4	$35.5K	Sell	122 -54	-31%	-$15.7K	0.01%	217
2023 Q3	$57.1K	Buy	176 +54	+44%	+$17.5K	0.02%	179
2023 Q2	$38.3K	Sell	122 -22	-15%	-$6.91K	0.01%	212
2023 Q1	$46.8K	Hold	144	–	–	0.01%	241
2022 Q4	$43.2K	Sell	144 -179	-55%	-$53.7K	0.01%	251
2022 Q3	$87K	Sell	323 -1	-0.3%	-$269	0.03%	176
2022 Q2	$87K	Buy	324 +3	+0.9%	+$806	0.03%	183
2022 Q1	$105K	Buy	321 +110	+52%	+$36K	0.03%	177
2021 Q4	$63K	Buy	211 +119	+129%	+$35.5K	0.02%	200
2021 Q3	$26K	Buy	+92	New	+$26K	0.01%	261
2021 Q2	–	Sell	-100	Closed	-$23K	–	119
2021 Q1	$23K	Buy	+100	New	+$23K	0.01%	280
2019 Q3	–	Sell	-100	Closed	-$19K	–	91
2019 Q2	$19K	Hold	100	–	–	0.01%	231
2019 Q1	$17K	Hold	100	–	–	0.01%	234
2018 Q4	$15K	Hold	100	–	–	0.01%	231
2018 Q3	$15K	Hold	100	–	–	0.01%	255
2018 Q2	$14K	Hold	100	–	–	0.01%	249
2018 Q1	$14K	Hold	100	–	–	0.01%	249
2017 Q4	$14K	Hold	100	–	–	0.01%	239
2017 Q3	$15K	Hold	100	–	–	0.01%	252
2017 Q2	$13K	Hold	100	–	–	0.01%	267
2017 Q1	$12K	Hold	100	–	–	0.01%	248
2016 Q4	$11K	Buy	+100	New	+$11K	0.01%	256