Corient Private Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Sell |
81,051
-7,311
| -8% | -$2.61M | 0.03% | 361 |
|
|
2025
Q1 | $35.3M | Sell |
88,362
-7,698
| -8% | -$3.07M | 0.06% | 285 |
|
|
2024
Q4 | $33.8M | Sell |
96,060
-2,011
| -2% | -$707K | 0.06% | 290 |
|
|
2024
Q3 | $33.9M | Sell |
98,071
-2,021
| -2% | -$699K | 0.05% | 300 |
|
|
2024
Q2 | $29.4M | Buy |
100,092
+17,170
| +21% | +$5.04M | 0.05% | 311 |
|
|
2024
Q1 | $27.7M | Sell |
82,922
-2,119
| -2% | -$707K | 0.05% | 327 |
|
|
2023
Q4 | $24.7M | Buy |
85,041
+46,102
| +118% | +$13.4M | 0.05% | 342 |
|
|
2023
Q3 | $12.6M | Buy |
38,939
+1,455
| +4% | +$472K | 0.03% | 437 |
|
|
2023
Q2 | $12.9M | Buy |
37,484
+1,164
| +3% | +$402K | 0.03% | 426 |
|
|
2023
Q1 | $11.5M | Buy |
36,320
+4,888
| +16% | +$1.54M | 0.03% | 416 |
|
|
2022
Q4 | $9.43M | Buy |
+31,432
| New | +$9.43M | 0.03% | 375 |
|