Aptus Capital 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 | $503K | Sell |
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|
2025
Q2 | $534K | Buy |
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|
2025
Q1 | $570K | Buy |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.49M | Sell |
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|
2019
Q2 | $2.89M | Sell |
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|
2019
Q1 | $2.74M | Buy |
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