Zevin 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 | $11.8M | Sell |
33,024
-22
| -0.1% | -$7.85K | 1.7% | 27 |
|
|
2025
Q1 | $13.2M | Sell |
33,046
-1,566
| -5% | -$625K | 2.09% | 20 |
|
|
2024
Q4 | $12.4M | Buy |
34,612
+228
| +0.7% | +$81.9K | 1.83% | 24 |
|
|
2024
Q3 | $11.9M | Buy |
34,384
+923
| +3% | +$319K | 1.84% | 20 |
|
|
2024
Q2 | $9.82M | Sell |
33,461
-347
| -1% | -$102K | 1.59% | 28 |
|
|
2024
Q1 | $11.3M | Buy |
33,808
+614
| +2% | +$205K | 1.88% | 23 |
|
|
2023
Q4 | $9.66M | Buy |
33,194
+1,348
| +4% | +$392K | 1.73% | 25 |
|
|
2023
Q3 | $10.3M | Buy |
31,846
+207
| +0.7% | +$67.1K | 2.08% | 21 |
|
|
2023
Q2 | $10.9M | Sell |
31,639
-91
| -0.3% | -$31.4K | 2.19% | 20 |
|
|
2023
Q1 | $10M | Buy |
31,730
+110
| +0.3% | +$34.7K | 2.04% | 23 |
|
|
2022
Q4 | $9.49M | Buy |
31,620
+929
| +3% | +$279K | 2.06% | 23 |
|
|
2022
Q3 | $8.22M | Buy |
30,691
+888
| +3% | +$238K | 1.94% | 24 |
|
|
2022
Q2 | $8.04M | Buy |
29,803
+819
| +3% | +$221K | 1.81% | 25 |
|
|
2022
Q1 | $9.44M | Buy |
28,984
+825
| +3% | +$269K | 1.81% | 23 |
|
|
2021
Q4 | $8.46M | Buy |
28,159
+372
| +1% | +$112K | 1.52% | 27 |
|
|
2021
Q3 | $7.94M | Buy |
27,787
+2,269
| +9% | +$648K | 1.51% | 25 |
|
|
2021
Q2 | $6.09M | Buy |
25,518
+1,449
| +6% | +$346K | 1.21% | 30 |
|
|
2021
Q1 | $5.54M | Buy |
+24,069
| New | +$5.54M | 1.22% | 31 |
|