Creative 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 | $11.4M | Buy |
|
|||||
|
2025
Q2 | $10.5M | Sell |
|
|||||
|
2025
Q1 | $12.5M | Buy |
|
|||||
|
2024
Q4 | $10.6M | Sell |
|
|||||
|
2024
Q3 | $12.1M | Sell |
|
|||||
|
2024
Q2 | $10.5M | Buy |
|
|||||
|
2024
Q1 | $10.9M | Buy |
|
|||||
|
2023
Q4 | $9.37M | Buy |
|
|||||
|
2023
Q3 | $9.79M | Buy |
|
|||||
|
2023
Q2 | $10.1M | Buy |
|
|||||
|
2023
Q1 | $8.77M | Buy |
|
|||||
|
2022
Q4 | $4.98M | Buy |
|
|||||
|
2022
Q3 | $3.19M | Buy |
|
|||||
|
2022
Q2 | $2.89M | Buy |
|
|||||
|
2022
Q1 | $3.02M | Buy |
|
|||||
|
2021
Q4 | $2.77M | Buy |
|
|||||
|
2021
Q3 | $2.2M | Sell |
|
|||||
|
2021
Q2 | $1.89M | Buy |
|
|||||
|
2021
Q1 | $1.67M | Buy |
|
|||||
|
2020
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q3 | $1.02M | Buy |
|
|||||
|
2020
Q2 | $743K | Sell |
|
|||||
|
2020
Q1 | $677K | Sell |
|
|||||
|
2019
Q4 | $947K | Sell |
|
|||||
|
2019
Q3 | $1.14M | Sell |
|
|||||
|
2019
Q2 | $1.24M | Buy |
|
|||||
|
2019
Q1 | $925K | Sell |
|
|||||
|
2018
Q4 | $796K | Buy |
|
|||||
|
2018
Q3 | $810K | Sell |
|
|||||
|
2018
Q2 | $762K | Buy |
|
|||||
|
2018
Q1 | $712K | Buy |
|
|||||
|
2017
Q4 | $607K | Sell |
|
|||||
|
2017
Q3 | $672K | Sell |
|
|||||
|
2017
Q2 | $661K | Sell |
|
|||||
|
2017
Q1 | $599K | Buy |
|
|||||
|
2016
Q4 | $521K | Buy |
|
|||||
|
2016
Q3 | $438K | Buy |
|
|||||
|
2016
Q2 | $342K | Sell |
|
|||||
|
2016
Q1 | $347K | Sell |
|
|||||
|
2015
Q4 | $310K | Buy |
|
|||||
|
2015
Q3 | $281K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $285K | Sell |
|
|||||
|
2014
Q4 | $361K | Buy |
|
|||||
|
2014
Q3 | $326K | Buy |
|
|||||
|
2014
Q2 | $333K | Buy |
|
|||||
|
2014
Q1 | $300K | Sell |
|
|||||
|
2013
Q4 | $375K | Buy |
|
|||||
|
2013
Q3 | $148K | Buy |
|
|||||
|
2013
Q2 | $118K | Buy |
|