Empirical 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 | $275K | Buy |
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|
2025
Q2 | $246K | Sell |
|
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|
2025
Q1 | $402K | Buy |
|
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|
2024
Q4 | $242K | Buy |
|
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|
2024
Q3 | $221K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $214K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $439K | Hold |
|
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $377K | Buy |
|
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $422K | Buy |
|