Advisor OS’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $522K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $695K | Sell |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $319K | Buy |
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