Kestra Private Wealth Services’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 | $420K | Buy |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $209K | Buy |
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