Independent Advisor Alliance’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $525K | Buy |
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|
2025
Q3 | $527K | Buy |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Buy |
|