Forum Financial 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 | $597K | Buy |
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|
2025
Q2 | $510K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $341K | Buy |
|
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $316K | Buy |
|