SimplyRich’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$610K	Hold	1,711	–	–	0.17%	121
2025 Q1	$682K	Hold	1,711	–	–	0.2%	102
2024 Q4	$614K	Hold	1,711	–	–	0.18%	112
2024 Q3	$591K	Hold	1,711	–	–	0.16%	117
2024 Q2	$502K	Hold	1,711	–	–	0.16%	112
2024 Q1	$571K	Hold	1,711	–	–	0.18%	107
2023 Q4	$498K	Hold	1,711	–	–	0.17%	113
2023 Q3	$554K	Hold	1,711	–	–	0.27%	90
2023 Q2	$590K	Hold	1,711	–	–	0.21%	102
2023 Q1	$539K	Hold	1,711	–	–	0.2%	104
2022 Q4	$513K	Hold	1,711	–	–	0.2%	111
2022 Q3	$458K	Hold	1,711	–	–	0.21%	100
2022 Q2	$461K	Hold	1,711	–	–	0.19%	103
2022 Q1	$557K	Hold	1,711	–	–	0.19%	108
2021 Q4	$514K	Hold	1,711	–	–	0.17%	114
2021 Q3	$488K	Hold	1,711	–	–	0.18%	112
2021 Q2	$408K	Hold	1,711	–	–	0.19%	112
2021 Q1	$394K	Hold	1,711	–	–	0.16%	118
2020 Q4	$361K	Hold	1,711	–	–	0.16%	112
2020 Q3	$353K	Hold	1,711	–	–	0.18%	107
2020 Q2	$322K	Hold	1,711	–	–	0.18%	111
2020 Q1	$293K	Hold	1,711	–	–	0.2%	102
2019 Q4	$355K	Hold	1,711	–	–	0.18%	124
2019 Q3	$331K	Hold	1,711	–	–	0.18%	122
2019 Q2	$330K	Buy	+1,711	New	+$330K	0.18%	127
2018 Q4	–	Sell	-1,711	Closed	-$263K	–	80
2018 Q3	$263K	Hold	1,711	–	–	0.14%	140
2018 Q2	$235K	Hold	1,711	–	–	0.13%	147
2018 Q1	$240K	Hold	1,711	–	–	0.13%	158
2017 Q4	$229K	Buy	+1,711	New	+$229K	0.13%	152