Van Hulzen Asset 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 | $264K | Sell |
740
-140
| -16% | -$49.9K | 0.02% | 269 |
|
|
2025
Q1 | $351K | Sell |
880
-1
| -0.1% | -$399 | 0.03% | 240 |
|
|
2024
Q4 | $316K | Sell |
881
-38,101
| -98% | -$13.7M | 0.02% | 257 |
|
|
2024
Q3 | $13.5M | Sell |
38,982
-8,599
| -18% | -$2.98M | 0.98% | 29 |
|
|
2024
Q2 | $14M | Buy |
47,581
+1,701
| +4% | +$499K | 0.94% | 32 |
|
|
2024
Q1 | $15.3M | Buy |
45,880
+35,100
| +326% | +$11.7M | 1.01% | 31 |
|
|
2023
Q4 | $3.14M | Hold |
10,780
| – | – | 0.22% | 80 |
|
|
2023
Q3 | $3.5M | Buy |
10,780
+80
| +0.7% | +$25.9K | 0.27% | 74 |
|
|
2023
Q2 | $3.69M | Hold |
10,700
| – | – | 0.32% | 66 |
|
|
2023
Q1 | $3.37M | Buy |
10,700
+4,000
| +60% | +$1.26M | 0.32% | 66 |
|
|
2022
Q4 | $2.01M | Buy |
6,700
+100
| +2% | +$30K | 0.23% | 90 |
|
|
2022
Q3 | $1.77M | Buy |
+6,600
| New | +$1.77M | 0.22% | 93 |
|
|
2021
Q1 | – | Sell |
-1,027
| Closed | -$217K | – | 265 |
|
|
2020
Q4 | $217K | Sell |
1,027
-6
| -0.6% | -$1.27K | 0.03% | 262 |
|
|
2020
Q3 | $213K | Buy |
+1,033
| New | +$213K | 0.03% | 237 |
|
|
2020
Q1 | – | Sell |
-1,044
| Closed | -$217K | – | 251 |
|
|
2019
Q4 | $217K | Hold |
1,044
| – | – | 0.04% | 254 |
|
|
2019
Q3 | $202K | Sell |
1,044
-9
| -0.9% | -$1.74K | 0.04% | 254 |
|
|
2019
Q2 | $203K | Buy |
+1,053
| New | +$203K | 0.04% | 250 |
|
|
2018
Q4 | – | Sell |
-39,305
| Closed | -$6.04M | – | 220 |
|
|
2018
Q3 | $6.04M | Buy |
39,305
+1,975
| +5% | +$304K | 1.61% | 13 |
|
|
2018
Q2 | $5.12M | Buy |
+37,330
| New | +$5.12M | 1.52% | 17 |
|