CAPTRUST Financial 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 | $9.09M | Sell |
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|
2025
Q2 | $9.36M | Buy |
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|
2025
Q1 | $9.71M | Buy |
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|
2024
Q4 | $7.87M | Sell |
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|
2024
Q3 | $7.98M | Buy |
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|
2024
Q2 | $6.09M | Buy |
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|
2024
Q1 | $5.91M | Sell |
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|
2023
Q4 | $6.76M | Buy |
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|
2023
Q3 | $7.27M | Buy |
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|
2023
Q2 | $6.69M | Sell |
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|
2023
Q1 | $6.18M | Buy |
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|
2022
Q4 | $5.72M | Buy |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $4.06M | Buy |
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|
2022
Q1 | $4.76M | Buy |
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|
2021
Q4 | $3.88M | Sell |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $2.47M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $713K | Sell |
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|
2020
Q1 | $594K | Sell |
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|
2019
Q4 | $809K | Buy |
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|
2019
Q3 | $550K | Sell |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $492K | Sell |
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|
2018
Q4 | $478K | Buy |
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|
2018
Q3 | $499K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $252K | Buy |
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|
2017
Q4 | $240K | Buy |
|