Welch & Forbes’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
813
-2
| -0.2% | -$714 | ﹤0.01% | 328 |
|
|
2025
Q1 | $325K | Hold |
815
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $293K | Buy |
815
+2
| +0.2% | +$718 | ﹤0.01% | 328 |
|
|
2024
Q3 | $281K | Hold |
813
| – | – | ﹤0.01% | 339 |
|
|
2024
Q2 | $238K | Sell |
813
-8
| -1% | -$2.35K | ﹤0.01% | 353 |
|
|
2024
Q1 | $274K | Sell |
821
-32
| -4% | -$10.7K | ﹤0.01% | 345 |
|
|
2023
Q4 | $248K | Hold |
853
| – | – | ﹤0.01% | 344 |
|
|
2023
Q3 | $277K | Buy |
853
+40
| +5% | +$13K | ﹤0.01% | 335 |
|
|
2023
Q2 | $281K | Sell |
813
-179
| -18% | -$61.8K | ﹤0.01% | 338 |
|
|
2023
Q1 | $313K | Hold |
992
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $298K | Buy |
+992
| New | +$298K | 0.01% | 329 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$228K | – | 382 |
|
|
2022
Q1 | $228K | Sell |
700
-100
| -13% | -$32.6K | ﹤0.01% | 359 |
|
|
2021
Q4 | $240K | Sell |
800
-50
| -6% | -$15K | ﹤0.01% | 362 |
|
|
2021
Q3 | $243K | Sell |
850
-150
| -15% | -$42.9K | ﹤0.01% | 363 |
|
|
2021
Q2 | $239K | Buy |
+1,000
| New | +$239K | ﹤0.01% | 372 |
|