Evernest Financial Advisors’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
$654K Sell
2025
Q2
$777K Buy
2025
Q1
$797K Buy
2024
Q4
$615K Buy
2024
Q3
$590K Buy
2024
Q2
$457K Buy
2024
Q1
$372K Buy
2023
Q4
$279K Buy
2021
Q4
$330K Buy