Confluence 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
2020
Q3
$784K Buy
2020
Q1
Sell
2019
Q4
$839K Sell
2019
Q3
$784K Buy
2019
Q2
$760K Sell
2019
Q1
$682K Buy
2018
Q4
$574K Sell
2018
Q3
$625K Buy
2018
Q2
$550K Sell
2018
Q1
$566K Buy