Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $258K | Buy |
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