Mount Yale 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 | $3.29M | Sell |
9,229
-23
| -0.2% | -$8.21K | 0.26% | 77 |
|
|
2025
Q1 | $3.69M | Sell |
9,252
-198
| -2% | -$79K | 0.32% | 60 |
|
|
2024
Q4 | $3.39M | Sell |
9,450
-1,889
| -17% | -$678K | 0.27% | 73 |
|
|
2024
Q3 | $3.92M | Buy |
11,339
+234
| +2% | +$81K | 0.38% | 64 |
|
|
2024
Q2 | $3.26M | Sell |
11,105
-2,457
| -18% | -$721K | 0.26% | 78 |
|
|
2024
Q1 | $4.53M | Sell |
13,562
-185
| -1% | -$61.7K | 0.35% | 63 |
|
|
2023
Q4 | $4M | Sell |
13,747
-246
| -2% | -$71.6K | 0.38% | 61 |
|
|
2023
Q3 | $4.54M | Sell |
13,993
-383
| -3% | -$124K | 0.49% | 42 |
|
|
2023
Q2 | $4.96M | Sell |
14,376
-289
| -2% | -$99.8K | 0.53% | 39 |
|
|
2023
Q1 | $4.62M | Buy |
14,665
+119
| +0.8% | +$37.5K | 0.52% | 40 |
|
|
2022
Q4 | $4.37M | Buy |
14,546
+116
| +0.8% | +$34.8K | 0.5% | 53 |
|
|
2022
Q3 | $3.87M | Sell |
14,430
-38
| -0.3% | -$10.2K | 0.51% | 43 |
|
|
2022
Q2 | $3.9M | Sell |
14,468
-380
| -3% | -$102K | 0.49% | 48 |
|
|
2022
Q1 | $4.84M | Buy |
14,848
+2,340
| +19% | +$762K | 0.53% | 44 |
|
|
2021
Q4 | $3.76M | Sell |
12,508
-132
| -1% | -$39.7K | 0.39% | 61 |
|
|
2021
Q3 | $3.61M | Sell |
12,640
-608
| -5% | -$174K | 0.42% | 59 |
|
|
2021
Q2 | $3.16M | Sell |
13,248
-428
| -3% | -$102K | 0.38% | 62 |
|
|
2021
Q1 | $3.15M | Buy |
13,676
+197
| +1% | +$45.3K | 0.41% | 61 |
|
|
2020
Q4 | $2.85M | Buy |
13,479
+4
| +0% | +$845 | 0.4% | 69 |
|
|
2020
Q3 | $2.78M | Buy |
13,475
+3,940
| +41% | +$813K | 0.4% | 60 |
|
|
2020
Q2 | $1.84M | Sell |
9,535
-45
| -0.5% | -$8.67K | 0.33% | 76 |
|
|
2020
Q1 | $1.58M | Sell |
9,580
-120
| -1% | -$19.8K | 0.36% | 68 |
|
|
2019
Q4 | $2.14M | Buy |
9,700
+9
| +0.1% | +$1.98K | 0.37% | 64 |
|
|
2019
Q3 | $1.89M | Buy |
9,691
+7
| +0.1% | +$1.37K | 0.34% | 75 |
|
|
2019
Q2 | $1.81M | Buy |
9,684
+7,471
| +338% | +$1.39M | 0.33% | 73 |
|
|
2019
Q1 | $378K | Sell |
2,213
-371
| -14% | -$63.4K | 0.07% | 227 |
|
|
2018
Q4 | $441K | Sell |
2,584
-42
| -2% | -$7.17K | 0.09% | 201 |
|
|
2018
Q3 | $428K | Buy |
2,626
+2,323
| +767% | +$379K | 0.07% | 203 |
|
|
2018
Q2 | $42K | Sell |
303
-40
| -12% | -$5.55K | 0.01% | 658 |
|
|
2018
Q1 | $48K | Buy |
+343
| New | +$48K | 0.01% | 618 |
|