EverSource Wealth 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 | $413K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $88K | Buy |
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