Bartlett & Co 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
Q3 | – | Sell |
|
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|
2025
Q2 | $1.43K | Buy |
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|
2025
Q1 | $399 | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $752K | Hold |
|
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|
2023
Q3 | $843K | Hold |
|
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|
2023
Q2 | $898K | Hold |
|
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|
2023
Q1 | $820K | Hold |
|
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|
2022
Q4 | $780K | Sell |
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|
2022
Q3 | $699K | Sell |
|
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|
2022
Q2 | $707K | Buy |
|
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|
2022
Q1 | $847K | Sell |
|
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|
2021
Q4 | $947K | Hold |
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|
2021
Q3 | $900K | Sell |
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|
2021
Q2 | $776K | Sell |
|
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|
2021
Q1 | $771K | Hold |
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|
2020
Q4 | $708K | Sell |
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|
2020
Q3 | $712K | Sell |
|
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|
2020
Q2 | $852K | Buy |
|
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|
2020
Q1 | $607K | Hold |
|
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|
2019
Q4 | $765K | Hold |
|
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|
2019
Q3 | $711K | Buy |
|
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|
2019
Q2 | $2.7K | Buy |
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|
2019
Q1 | $1.54K | Buy |
|