Ritholtz Wealth 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 | $734K | Sell |
2,058
-130
| -6% | -$46.4K | 0.02% | 525 |
|
|
2025
Q1 | $873K | Buy |
2,188
+420
| +24% | +$168K | 0.03% | 437 |
|
|
2024
Q4 | $635K | Buy |
1,768
+3
| +0.2% | +$1.08K | 0.02% | 489 |
|
|
2024
Q3 | $611K | Sell |
1,765
-19
| -1% | -$6.58K | 0.02% | 513 |
|
|
2024
Q2 | $524K | Sell |
1,784
-2,559
| -59% | -$751K | 0.02% | 508 |
|
|
2024
Q1 | $1.45M | Sell |
4,343
-143
| -3% | -$47.7K | 0.05% | 261 |
|
|
2023
Q4 | $1.31M | Sell |
4,486
-3,662
| -45% | -$1.07M | 0.05% | 253 |
|
|
2023
Q3 | $2.64M | Buy |
8,148
+183
| +2% | +$59.3K | 0.12% | 107 |
|
|
2023
Q2 | $2.75M | Sell |
7,965
-772
| -9% | -$266K | 0.12% | 100 |
|
|
2023
Q1 | $2.75M | Buy |
8,737
+3,600
| +70% | +$1.13M | 0.14% | 95 |
|
|
2022
Q4 | $1.54M | Sell |
5,137
-708
| -12% | -$213K | 0.09% | 160 |
|
|
2022
Q3 | $1.57M | Buy |
5,845
+3,642
| +165% | +$976K | 0.08% | 169 |
|
|
2022
Q2 | $594K | Buy |
2,203
+216
| +11% | +$58.2K | 0.04% | 277 |
|
|
2022
Q1 | $647K | Buy |
1,987
+206
| +12% | +$67.1K | 0.04% | 256 |
|
|
2021
Q4 | $535K | Buy |
1,781
+70
| +4% | +$21K | 0.03% | 287 |
|
|
2021
Q3 | $489K | Buy |
1,711
+80
| +5% | +$22.9K | 0.03% | 274 |
|
|
2021
Q2 | $389K | Buy |
1,631
+45
| +3% | +$10.7K | 0.03% | 309 |
|
|
2021
Q1 | $365K | Sell |
1,586
-8
| -0.5% | -$1.84K | 0.03% | 267 |
|
|
2020
Q4 | $337K | Sell |
1,594
-111
| -7% | -$23.5K | 0.03% | 231 |
|
|
2020
Q3 | $352K | Buy |
1,705
+28
| +2% | +$5.78K | 0.04% | 187 |
|
|
2020
Q2 | $323K | Hold |
1,677
| – | – | 0.04% | 164 |
|
|
2020
Q1 | $277K | Hold |
1,677
| – | – | 0.04% | 109 |
|
|
2019
Q4 | $349K | Sell |
1,677
-460
| -22% | -$95.7K | 0.05% | 105 |
|
|
2019
Q3 | $414K | Sell |
2,137
-41
| -2% | -$7.94K | 0.07% | 88 |
|
|
2019
Q2 | $420K | Hold |
2,178
| – | – | 0.07% | 76 |
|
|
2019
Q1 | $372K | Hold |
2,178
| – | – | 0.07% | 90 |
|
|
2018
Q4 | $317K | Hold |
2,178
| – | – | 0.07% | 90 |
|
|
2018
Q3 | $335K | Sell |
2,178
-46
| -2% | -$7.08K | 0.08% | 87 |
|
|
2018
Q2 | $305K | Buy |
2,224
+165
| +8% | +$22.6K | 0.08% | 88 |
|
|
2018
Q1 | $289K | Hold |
2,059
| – | – | 0.08% | 84 |
|
|
2017
Q4 | $276K | Buy |
+2,059
| New | +$276K | 0.08% | 93 |
|