Avantax Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $365K | Buy |
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