HB Wealth 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 | $2.6M | Sell |
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|
2025
Q2 | $2.62M | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $1.91M | Buy |
|
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|
2024
Q3 | $1.82M | Sell |
|
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $996K | Buy |
|
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $681K | Buy |
|
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $246K | Buy |
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