Mendel Money 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 | $503K | Hold |
1,409
| – | – | 0.22% | 100 |
|
|
2025
Q1 | $562K | Buy |
1,409
+300
| +27% | +$120K | 0.27% | 91 |
|
|
2024
Q4 | $398K | Hold |
1,109
| – | – | 0.18% | 115 |
|
|
2024
Q3 | $384K | Buy |
+1,109
| New | +$384K | 0.17% | 114 |
|
|
2023
Q3 | – | Sell |
-593
| Closed | -$205K | – | 124 |
|
|
2023
Q2 | $205K | Buy |
+593
| New | +$205K | 0.11% | 123 |
|