ProVise Management Group’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Sell	3,869 -400	-9%	-$143K	0.11%	117
2025 Q1	$1.7M	Sell	4,269 -600	-12%	-$239K	0.14%	107
2024 Q4	$1.75M	Sell	4,869 -238	-5%	-$85.5K	0.15%	107
2024 Q3	$1.77M	Hold	5,107	–	–	0.14%	120
2024 Q2	$1.5M	Buy	+5,107	New	+$1.5M	0.13%	124