Plante Moran Financial 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 | $676K | Hold |
1,895
| – | – | 0.05% | 67 |
|
|
2025
Q1 | $756K | Hold |
1,895
| – | – | 0.07% | 53 |
|
|
2024
Q4 | $681K | Hold |
1,895
| – | – | 0.06% | 71 |
|
|
2024
Q3 | $656K | Sell |
1,895
-39
| -2% | -$13.5K | 0.06% | 69 |
|
|
2024
Q2 | $568K | Hold |
1,934
| – | – | 0.06% | 75 |
|
|
2024
Q1 | $645K | Sell |
1,934
-12
| -0.6% | -$4K | 0.07% | 69 |
|
|
2023
Q4 | $566K | Sell |
1,946
-2
| -0.1% | -$582 | 0.06% | 78 |
|
|
2023
Q3 | $632K | Buy |
1,948
+15
| +0.8% | +$4.87K | 0.08% | 61 |
|
|
2023
Q2 | $667K | Hold |
1,933
| – | – | 0.08% | 62 |
|
|
2023
Q1 | $610K | Hold |
1,933
| – | – | 0.08% | 68 |
|
|
2022
Q4 | $580K | Hold |
1,933
| – | – | 0.08% | 73 |
|
|
2022
Q3 | $518K | Sell |
1,933
-16
| -0.8% | -$4.29K | 0.09% | 73 |
|
|
2022
Q2 | $526K | Buy |
1,949
+16
| +0.8% | +$4.32K | 0.09% | 76 |
|
|
2022
Q1 | $629K | Sell |
1,933
-7
| -0.4% | -$2.28K | 0.12% | 70 |
|
|
2021
Q4 | $583K | Sell |
1,940
-61
| -3% | -$18.3K | 0.1% | 78 |
|
|
2021
Q3 | $572K | Buy |
2,001
+43
| +2% | +$12.3K | 0.13% | 80 |
|
|
2021
Q2 | $467K | Sell |
1,958
-16
| -0.8% | -$3.82K | 0.11% | 82 |
|
|
2021
Q1 | $454K | Buy |
1,974
+184
| +10% | +$42.3K | 0.12% | 82 |
|
|
2020
Q4 | $378K | Sell |
1,790
-961
| -35% | -$203K | 0.12% | 105 |
|
|
2020
Q3 | $567K | Hold |
2,751
| – | – | 0.2% | 65 |
|
|
2020
Q2 | $530K | Buy |
2,751
+1
| +0% | +$193 | 0.21% | 66 |
|
|
2020
Q1 | $454K | Hold |
2,750
| – | – | 0.21% | 69 |
|
|
2019
Q4 | $573K | Sell |
2,750
-604
| -18% | -$126K | 0.2% | 74 |
|
|
2019
Q3 | $649K | Hold |
3,354
| – | – | 0.19% | 71 |
|
|
2019
Q2 | $647K | Hold |
3,354
| – | – | 0.2% | 66 |
|
|
2019
Q1 | $573K | Hold |
3,354
| – | – | 0.18% | 69 |
|
|
2018
Q4 | $488K | Hold |
3,354
| – | – | 0.17% | 75 |
|
|
2018
Q3 | $516K | Sell |
3,354
-1,718
| -34% | -$264K | 0.17% | 73 |
|
|
2018
Q2 | $696K | Buy |
5,072
+1,210
| +31% | +$166K | 0.35% | 59 |
|
|
2018
Q1 | $542K | Buy |
3,862
+517
| +15% | +$72.6K | 0.29% | 63 |
|
|
2017
Q4 | $448K | Buy |
3,345
+40
| +1% | +$5.36K | 0.25% | 73 |
|
|
2017
Q3 | $483K | Hold |
3,305
| – | – | 0.29% | 68 |
|
|
2017
Q2 | $439K | Buy |
3,305
+4
| +0.1% | +$531 | 0.27% | 73 |
|
|
2017
Q1 | $392K | Buy |
3,301
+382
| +13% | +$45.4K | 0.24% | 85 |
|
|
2016
Q4 | $326K | Buy |
2,919
+90
| +3% | +$10.1K | 0.2% | 85 |
|
|
2016
Q3 | $318K | Hold |
2,829
| – | – | 0.21% | 86 |
|
|
2016
Q2 | $309K | Hold |
2,829
| – | – | 0.22% | 83 |
|
|
2016
Q1 | $295K | Buy |
2,829
+108
| +4% | +$11.3K | 0.23% | 82 |
|
|
2015
Q4 | $251K | Sell |
2,721
-299
| -10% | -$27.6K | 0.19% | 93 |
|
|
2015
Q3 | $268K | Sell |
3,020
-1,049
| -26% | -$93.1K | 0.21% | 87 |
|
|
2015
Q2 | $406K | Buy |
4,069
+210
| +5% | +$21K | 0.29% | 72 |
|
|
2015
Q1 | $371K | Hold |
3,859
| – | – | 0.26% | 77 |
|
|
2014
Q4 | $366K | Buy |
3,859
+1,130
| +41% | +$107K | 0.27% | 70 |
|
|
2014
Q3 | $239K | Sell |
2,729
-225
| -8% | -$19.7K | 0.21% | 81 |
|
|
2014
Q2 | $266K | Buy |
2,954
+107
| +4% | +$9.64K | 0.24% | 71 |
|
|
2014
Q1 | $240K | Sell |
2,847
-4,760
| -63% | -$401K | 0.26% | 64 |
|
|
2013
Q4 | $638K | Buy |
7,607
+561
| +8% | +$47.1K | 0.36% | 41 |
|
|
2013
Q3 | $525K | Hold |
7,046
| – | – | 0.32% | 44 |
|
|
2013
Q2 | $453K | Buy |
+7,046
| New | +$453K | 0.34% | 40 |
|