Dakota 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
Q3 | $665K | Sell |
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|
2025
Q2 | $1.36M | Buy |
|
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|
2025
Q1 | $1.52M | Buy |
|
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|
2024
Q4 | $956K | Sell |
|
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|
2024
Q3 | $1.16M | Buy |
|
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|
2024
Q2 | $905K | Sell |
|
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|
2024
Q1 | $1.2M | Sell |
|
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|
2023
Q4 | $1.09M | Buy |
|
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|
2023
Q3 | $1.19M | Buy |
|
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|
2023
Q2 | $1.27M | Sell |
|
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|
2023
Q1 | $2.19M | Buy |
|
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|
2022
Q4 | $1.91M | Buy |
|
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|
2022
Q3 | $1.68M | Buy |
|
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|
2022
Q2 | $1.5M | Buy |
|
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $261K | Buy |
|