Baker Tilly Wealth Management’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 | – | Sell |
|
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|
2025
Q1 | $214K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $228K | Sell |
|
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|
2023
Q2 | $591K | Buy |
|
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|
2023
Q1 | $528K | Sell |
|
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|
2022
Q4 | $581K | Buy |
|
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|
2022
Q3 | $403K | Sell |
|
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|
2022
Q2 | $417K | Buy |
|
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|
2022
Q1 | $480K | Buy |
|
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|
2021
Q4 | $412K | Buy |
|
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|
2021
Q3 | $366K | Sell |
|
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $465K | Buy |
|