MAM
McLean Asset Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
721
+12
| +2% | +$4.22K | 0.07% | 144 |
|
|
2025
Q1 | $255K | Buy |
709
+13
| +2% | +$4.68K | 0.08% | 126 |
|
|
2024
Q4 | $250K | Sell |
696
-78
| -10% | -$28K | 0.08% | 133 |
|
|
2024
Q3 | $270K | Buy |
774
+5
| +0.7% | +$1.74K | 0.08% | 127 |
|
|
2024
Q2 | $227K | Sell |
769
-23
| -3% | -$6.8K | 0.07% | 143 |
|
|
2024
Q1 | $253K | Sell |
792
-20
| -2% | -$6.39K | 0.09% | 128 |
|
|
2023
Q4 | $235K | Sell |
812
-27
| -3% | -$7.82K | 0.09% | 125 |
|
|
2023
Q3 | $273K | Hold |
839
| – | – | 0.11% | 100 |
|
|
2023
Q2 | $290K | Sell |
839
-4
| -0.5% | -$1.38K | 0.11% | 99 |
|
|
2023
Q1 | $266K | Sell |
843
-51
| -6% | -$16.1K | 0.11% | 100 |
|
|
2022
Q4 | $268K | Buy |
894
+10
| +1% | +$3K | 0.09% | 103 |
|
|
2022
Q3 | $241K | Buy |
884
+35
| +4% | +$9.54K | 0.09% | 101 |
|
|
2022
Q2 | $237K | Buy |
849
+2
| +0.2% | +$558 | 0.09% | 103 |
|
|
2022
Q1 | $276K | Buy |
847
+36
| +4% | +$11.7K | 0.2% | 89 |
|
|
2021
Q4 | $233K | Sell |
811
-52
| -6% | -$14.9K | 0.09% | 118 |
|
|
2021
Q3 | $276K | Buy |
+863
| New | +$276K | 0.11% | 98 |
|