YIA
YHB Investment Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74M | Sell |
24,505
-300
| -1% | -$107K | 0.67% | 41 |
|
|
2025
Q1 | $9.9M | Sell |
24,805
-1,161
| -4% | -$463K | 0.83% | 29 |
|
|
2024
Q4 | $9.33M | Sell |
25,966
-125
| -0.5% | -$44.9K | 0.77% | 33 |
|
|
2024
Q3 | $9.03M | Hold |
26,091
| – | – | 0.75% | 34 |
|
|
2024
Q2 | $7.66M | Sell |
26,091
-3,957
| -13% | -$1.16M | 0.66% | 39 |
|
|
2024
Q1 | $10M | Sell |
30,048
-2,340
| -7% | -$781K | 0.89% | 25 |
|
|
2023
Q4 | $9.43M | Sell |
32,388
-2,831
| -8% | -$824K | 0.91% | 26 |
|
|
2023
Q3 | $11.4M | Sell |
35,219
-291
| -0.8% | -$94.3K | 1.05% | 22 |
|
|
2023
Q2 | $12.3M | Hold |
35,510
| – | – | 1.14% | 19 |
|
|
2023
Q1 | $11.2M | Sell |
35,510
-715
| -2% | -$225K | 1.12% | 21 |
|
|
2022
Q4 | $10.9M | Sell |
36,225
-1,386
| -4% | -$416K | 1.16% | 21 |
|
|
2022
Q3 | $10.1M | Sell |
37,611
-530
| -1% | -$142K | 1.12% | 22 |
|
|
2022
Q2 | $10.3M | Sell |
38,141
-1,050
| -3% | -$283K | 1.08% | 21 |
|
|
2022
Q1 | $12.8M | Sell |
39,191
-1,636
| -4% | -$533K | 1.13% | 17 |
|
|
2021
Q4 | $12.3M | Sell |
40,827
-3,490
| -8% | -$1.05M | 0.97% | 23 |
|
|
2021
Q3 | $12.7M | Hold |
44,317
| – | – | 1.09% | 24 |
|
|
2021
Q2 | $10.6M | Hold |
44,317
| – | – | 0.9% | 30 |
|
|
2021
Q1 | $10.6M | Sell |
44,317
-1,324
| -3% | -$317K | 0.92% | 30 |
|
|
2020
Q4 | $9.64M | Buy |
45,641
+38
| +0.1% | +$8.03K | 0.92% | 30 |
|
|
2020
Q3 | $9.41M | Buy |
45,603
+32,125
| +238% | +$6.63M | 1.02% | 27 |
|
|
2020
Q2 | $2.6M | Buy |
13,478
+883
| +7% | +$170K | 0.37% | 72 |
|
|
2020
Q1 | $2.08M | Buy |
12,595
+4,420
| +54% | +$730K | 0.36% | 73 |
|
|
2019
Q4 | $1.7M | Sell |
8,175
-3,190
| -28% | -$665K | 0.24% | 86 |
|
|
2019
Q3 | $2.2M | Sell |
11,365
-400
| -3% | -$77.4K | 0.34% | 79 |
|
|
2019
Q2 | $2.27M | Sell |
11,765
-4,048
| -26% | -$781K | 0.36% | 74 |
|
|
2019
Q1 | $2.7M | Hold |
15,813
| – | – | 0.42% | 67 |
|
|
2018
Q4 | $2.3M | Sell |
15,813
-31,302
| -66% | -$4.55M | 0.41% | 71 |
|
|
2018
Q3 | $7.25M | Sell |
47,115
-460
| -1% | -$70.7K | 1.09% | 24 |
|
|
2018
Q2 | $6.53M | Sell |
47,575
-1,050
| -2% | -$144K | 1.07% | 25 |
|
|
2018
Q1 | $6.82M | Sell |
48,625
-3,575
| -7% | -$502K | 1.16% | 25 |
|
|
2017
Q4 | $7M | Sell |
52,200
-4,500
| -8% | -$603K | 1.19% | 25 |
|
|
2017
Q3 | $8.28M | Buy |
56,700
+24,125
| +74% | +$3.52M | 1.48% | 18 |
|
|
2017
Q2 | $4.33M | Sell |
32,575
-24,475
| -43% | -$3.25M | 0.74% | 38 |
|
|
2017
Q1 | $6.84M | Hold |
57,050
| – | – | 1.31% | 22 |
|
|
2016
Q4 | $6.36M | Buy |
57,050
+24,125
| +73% | +$2.69M | 1.33% | 22 |
|
|
2016
Q3 | $3.7M | Sell |
32,925
-24,125
| -42% | -$2.71M | 0.89% | 35 |
|
|
2016
Q2 | $6.23M | Buy |
57,050
+33,850
| +146% | +$3.7M | 1.37% | 22 |
|
|
2016
Q1 | $2.42M | Sell |
23,200
-35,075
| -60% | -$3.66M | 0.65% | 50 |
|
|
2015
Q4 | $5.37M | Hold |
58,275
| – | – | 1.22% | 26 |
|
|
2015
Q3 | $5.16M | Hold |
58,275
| – | – | 1.22% | 25 |
|
|
2015
Q2 | $5.81M | Buy |
58,275
+1,725
| +3% | +$172K | 1.27% | 25 |
|
|
2015
Q1 | $5.44M | Sell |
56,550
-1,725
| -3% | -$166K | 1.22% | 24 |
|
|
2014
Q4 | $5.53M | Buy |
58,275
+700
| +1% | +$66.4K | 1.27% | 24 |
|
|
2014
Q3 | $5.05M | Buy |
57,575
+750
| +1% | +$65.8K | 1.21% | 24 |
|
|
2014
Q2 | $5.12M | Sell |
56,825
-4,850
| -8% | -$437K | 1.24% | 23 |
|
|
2014
Q1 | $5.2M | Buy |
61,675
+275
| +0.4% | +$23.2K | 1.32% | 21 |
|
|
2013
Q4 | $5.15M | Hold |
61,400
| – | – | 1.38% | 20 |
|
|
2013
Q3 | $4.57M | Sell |
61,400
-400
| -0.6% | -$29.8K | 1.35% | 21 |
|
|
2013
Q2 | $3.98M | Buy |
+61,800
| New | +$3.98M | 1.24% | 27 |
|