Heritage Wealth Management (Arizona)’s Aon AON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$728K Sell
2024
Q1
$919K Buy
2023
Q4
$796K Buy
2022
Q4
$2.22M Buy
2022
Q3
$825K Buy
2022
Q2
$793K Buy
2022
Q1
$841K Buy
2021
Q2
Sell
2021
Q1
$15K Buy