McAdam LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,755
| Closed | -$989K | – | 346 |
|
2024
Q4 | $989K | Buy |
2,755
+19
| +0.7% | +$6.82K | 0.05% | 135 |
|
2024
Q3 | $947K | Sell |
2,736
-2
| -0.1% | -$692 | 0.05% | 136 |
|
2024
Q2 | $804K | Buy |
2,738
+6
| +0.2% | +$1.76K | 0.05% | 132 |
|
2024
Q1 | $912K | Sell |
2,732
-38
| -1% | -$12.7K | 0.06% | 126 |
|
2023
Q4 | $806K | Sell |
2,770
-121
| -4% | -$35.2K | 0.06% | 124 |
|
2023
Q3 | $937K | Hold |
2,891
| – | – | 0.08% | 113 |
|
2023
Q2 | $998K | Buy |
2,891
+10
| +0.3% | +$3.45K | 0.08% | 107 |
|
2023
Q1 | $908K | Buy |
2,881
+17
| +0.6% | +$5.36K | 0.08% | 116 |
|
2022
Q4 | $861K | Hold |
2,864
| – | – | 0.08% | 83 |
|
2022
Q3 | $767K | Hold |
2,864
| – | – | 0.08% | 109 |
|
2022
Q2 | $772K | Hold |
2,864
| – | – | 0.08% | 110 |
|
2022
Q1 | $933K | Hold |
2,864
| – | – | 0.09% | 85 |
|
2021
Q4 | $861K | Sell |
2,864
-1
| -0% | -$301 | 0.08% | 83 |
|
2021
Q3 | $819K | Hold |
2,865
| – | – | 0.09% | 79 |
|
2021
Q2 | $756K | Sell |
2,865
-2
| -0.1% | -$528 | 0.09% | 78 |
|
2021
Q1 | $660K | Hold |
2,867
| – | – | 0.09% | 75 |
|
2020
Q4 | $580K | Hold |
2,867
| – | – | 0.09% | 80 |
|
2020
Q3 | $591K | Hold |
2,867
| – | – | 0.11% | 60 |
|
2020
Q2 | $552K | Hold |
2,867
| – | – | 0.12% | 62 |
|
2020
Q1 | $473K | Sell |
2,867
-1
| -0% | -$165 | 0.13% | 52 |
|
2019
Q4 | $597K | Hold |
2,868
| – | – | 0.14% | 42 |
|
2019
Q3 | $555K | Hold |
2,868
| – | – | 0.15% | 45 |
|
2019
Q2 | $553K | Buy |
+2,868
| New | +$553K | 0.17% | 45 |
|
2018
Q4 | – | Sell |
-16
| Closed | -$3K | – | 93 |
|
2018
Q3 | $3K | Sell |
16
-6
| -27% | -$1.13K | ﹤0.01% | 459 |
|
2018
Q2 | $3K | Sell |
22
-11
| -33% | -$1.5K | ﹤0.01% | 442 |
|
2018
Q1 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 400 |
|