KFG Wealth Management’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 | $571K | Buy |
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|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $571K | Hold |
|
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $548K | Hold |
|
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|
2024
Q1 | $623K | Hold |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $737K | Hold |
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|
2022
Q4 | $681K | Buy |
|