Heritage Family Offices’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$897K	Hold	2,273	–	–	0.45%	55
2025 Q1	$907K	Sell	2,273 -678	-23%	-$271K	0.46%	54
2024 Q4	$1.06M	Buy	2,951 +423	+17%	+$152K	0.53%	41
2024 Q3	$875K	Buy	2,528 +47	+2%	+$16.3K	0.45%	49
2024 Q2	$728K	Buy	+2,481	New	+$728K	0.4%	56