Joel Isaacson & Co’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 | $941K | Hold |
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|
2025
Q2 | $941K | Hold |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $797K | Hold |
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|
2024
Q3 | $768K | Hold |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $741K | Hold |
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $720K | Hold |
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|
2023
Q2 | $766K | Hold |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $636K | Hold |
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|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $572K | Hold |
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|
2022
Q1 | $698K | Hold |
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|
2021
Q4 | $637K | Sell |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $350K | Hold |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $319K | Hold |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $364K | Sell |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $357K | Sell |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $209K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $204K | Hold |
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|
2017
Q3 | $222K | Hold |
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|
2017
Q2 | $202K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $170K | Hold |
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|
2016
Q3 | $171K | Hold |
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|
2016
Q2 | $166K | Sell |
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|
2016
Q1 | $263K | Hold |
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|
2015
Q4 | $232K | Hold |
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|
2015
Q3 | $223K | Sell |
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|
2015
Q2 | $262K | Buy |
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|
2015
Q1 | $242K | Sell |
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|
2014
Q4 | $250K | Buy |
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|
2014
Q3 | $220K | Hold |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $128K | Hold |
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|
2013
Q4 | $128K | Hold |
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|
2013
Q3 | $113K | Hold |
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|
2013
Q2 | $98K | Buy |
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