Alera Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $920K | Sell |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $898K | Buy |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $865K | Buy |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $948K | Hold |
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|
2022
Q4 | $903K | Buy |
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|
2022
Q3 | $798K | Buy |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $964K | Buy |
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|
2021
Q4 | $808K | Hold |
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|
2021
Q3 | $768K | Hold |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $568K | Buy |
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|
2020
Q3 | $554K | Hold |
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|
2020
Q2 | $517K | Hold |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $548K | Buy |
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|
2019
Q2 | $531K | Hold |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $401K | Buy |
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