Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.38M | Buy |
10,468
+508
| +5% | +$169K | 0.11% | 177 |
|
|
2025
Q4 | $3.51M | Buy |
9,960
+619
| +7% | +$216K | 0.11% | 170 |
|
|
2025
Q3 | $3.33M | Buy |
9,341
+467
| +5% | +$169K | 0.11% | 170 |
|
|
2025
Q2 | $3.17M | Buy |
8,874
+1,012
| +13% | +$367K | 0.11% | 172 |
|
|
2025
Q1 | $3.14M | Sell |
7,862
-673
| -8% | -$258K | 0.12% | 175 |
|
|
2024
Q4 | $3.07M | Buy |
8,535
+115
| +1% | +$42.3K | 0.11% | 174 |
|
|
2024
Q3 | $2.91M | Buy |
8,420
+1,839
| +28% | +$602K | 0.1% | 177 |
|
|
2024
Q2 | $1.93M | Buy |
6,581
+1,096
| +20% | +$324K | 0.07% | 209 |
|
|
2024
Q1 | $1.83M | Buy |
5,485
+214
| +4% | +$66.3K | 0.07% | 217 |
|
|
2023
Q4 | $1.53M | Buy |
5,271
+263
| +5% | +$84.2K | 0.06% | 222 |
|
|
2023
Q3 | $1.62M | Buy |
5,008
+329
| +7% | +$109K | 0.08% | 196 |
|
|
2023
Q2 | $1.62M | Sell |
4,679
-1,440
| -24% | -$468K | 0.07% | 198 |
|
|
2023
Q1 | $1.93M | Sell |
6,119
-24
| -0.4% | -$7.43K | 0.1% | 171 |
|
|
2022
Q4 | $1.84M | Buy |
6,143
+37
| +0.6% | +$10.8K | 0.1% | 177 |
|
|
2022
Q3 | $1.64M | Buy |
6,106
+134
| +2% | +$37.9K | 0.1% | 176 |
|
|
2022
Q2 | $1.61M | Buy |
5,972
+314
| +6% | +$90.3K | 0.09% | 182 |
|
|
2022
Q1 | $1.84M | Buy |
5,658
+871
| +18% | +$253K | 0.09% | 189 |
|
|
2021
Q4 | $1.44M | Buy |
4,787
+921
| +24% | +$276K | 0.07% | 204 |
|
|
2021
Q3 | $1.1M | Buy |
3,866
+564
| +17% | +$152K | 0.05% | 183 |
|
|
2021
Q2 | $788K | Buy |
3,302
+1,067
| +48% | +$261K | 0.04% | 258 |
|
|
2021
Q1 | $514K | Buy |
+2,235
| New | +$492K | 0.03% | 274 |
|
|
2020
Q4 | – | Sell |
-988
| Closed | -$204K | – | 372 |
|
|
2020
Q3 | $204K | Buy |
+988
| New | +$197K | 0.01% | 341 |
|
Other funds holding AON
VCM
VPM