Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $102K | Buy |
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|
2024
Q3 | $95.1K | Hold |
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|
2024
Q2 | $80.7K | Hold |
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|
2024
Q1 | $91.8K | Hold |
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|
2023
Q4 | $80K | Hold |
|
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|
2023
Q3 | $89.2K | Hold |
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|
2023
Q2 | $94.9K | Hold |
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|
2023
Q1 | $86.7K | Hold |
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|
2022
Q4 | $82.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $84K | Buy |
|