Integrated Wealth Concepts’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 | $2.73M | Buy |
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|
2025
Q2 | $2.41M | Sell |
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|
2025
Q1 | $3.13M | Buy |
|
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|
2024
Q4 | $1.95M | Buy |
|
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|
2024
Q3 | $1.82M | Sell |
|
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|
2024
Q2 | $1.75M | Buy |
|
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|
2024
Q1 | $1.88M | Sell |
|
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|
2023
Q4 | $1.84M | Buy |
|
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|
2023
Q3 | $1.73M | Buy |
|
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|
2023
Q2 | $1.83M | Buy |
|
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|
2023
Q1 | $1.36M | Buy |
|
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|
2022
Q4 | $282K | Sell |
|
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|
2022
Q3 | $256K | Buy |
|
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|
2022
Q2 | $227K | Sell |
|
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|
2022
Q1 | $278K | Sell |
|
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|
2021
Q4 | $348K | Sell |
|
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|
2021
Q3 | $334K | Buy |
|
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|
2021
Q2 | $266K | Sell |
|
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|
2021
Q1 | $342K | Buy |
|