JFS Wealth Advisors’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 | $342K | Buy |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $422K | Hold |
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $273K | Hold |
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|
2019
Q4 | $344K | Hold |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $241K | Hold |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $184K | Hold |
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|
2016
Q4 | $184K | Sell |
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|
2016
Q3 | $372K | Hold |
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|
2016
Q2 | $361K | Sell |
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|
2016
Q1 | $345K | Buy |
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|
2015
Q4 | $305K | Hold |
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|
2015
Q3 | $293K | Hold |
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|
2015
Q2 | $329K | Hold |
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|
2015
Q1 | $318K | Hold |
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|
2014
Q4 | $313K | Hold |
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|
2014
Q3 | $290K | Hold |
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|
2014
Q2 | $298K | Hold |
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|
2014
Q1 | $278K | Hold |
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|
2013
Q4 | $277K | Hold |
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|
2013
Q3 | $246K | Hold |
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|
2013
Q2 | $213K | Buy |
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