Amplius Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Sell |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $382K | Buy |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $65K | Buy |
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