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

Heritage Wealth Management (Arizona)’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$728K Sell
2,481
-272
-10% -$80.4K 0.4% 56
2024
Q1 		$919K Buy
2,753
+17
+0.6% +$5.27K 0.47% 49
2023
Q4 		$796K Buy
+2,736
New +$876K 0.43% 51
2022
Q4 		$2.22M Buy
7,381
+4,300
+140% +$1.26M 0.32% 55
2022
Q3 		$825K Buy
3,081
+139
+5% +$39.3K 0.27% 64
2022
Q2 		$793K Buy
2,942
+359
+14% +$103K 0.26% 69
2022
Q1 		$841K Buy
+2,583
New +$751K 0.23% 77
2021
Q2 		– Sell
-64
Closed -$15K – 895
2021
Q1 		$15K Buy
+64
New +$14.1K 0.01% 521

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Morgan Stanley
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HIP
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Geode Capital Management
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Berkshire Hathaway
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