Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $198K | Buy |
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|
2021
Q1 | $161K | Buy |
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|
2020
Q4 | $133K | Buy |
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|
2020
Q3 | $108K | Buy |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $64K | Sell |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $79K | Buy |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $25K | Buy |
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