Center for Financial Planning’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 | $233K | Hold |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $235K | Hold |
|
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|
2024
Q3 | $226K | Sell |
|
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|
2024
Q2 | $250K | Hold |
|
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|
2024
Q1 | $285K | Hold |
|
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $294K | Hold |
|
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $278K | Hold |
|
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $196K | Sell |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $352K | Hold |
|
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $355K | Buy |
|