Grassi Investment 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
Q2
$357K Sell
2025
Q1
$559K Hold
2024
Q4
$503K Hold
2024
Q3
$484K Hold
2024
Q2
$411K Sell
2024
Q1
$868K Sell
2023
Q4
$873K Hold
2023
Q3
$973K Sell
2023
Q2
$1.07M Buy