Laird Norton Wetherby 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 | $1.99M | Sell |
5,594
-390
| -7% | -$141K | 0.08% | 229 |
|
|
2025
Q2 | $2.13M | Buy |
+5,984
| New | +$2.17M | 0.1% | 209 |
|
|
2024
Q4 | $2.19M | Sell |
6,088
-123
| -2% | -$45.2K | 0.1% | 191 |
|
|
2024
Q3 | $2.15M | Buy |
6,211
+1,917
| +45% | +$627K | 0.1% | 211 |
|
|
2024
Q2 | $1.26M | Sell |
4,294
-278
| -6% | -$82.2K | 0.06% | 291 |
|
|
2024
Q1 | $1.53M | Sell |
4,572
-245
| -5% | -$76K | 0.07% | 266 |
|
|
2023
Q4 | $1.4M | Sell |
4,817
-85
| -2% | -$27.2K | 0.07% | 271 |
|
|
2023
Q3 | $1.59M | Sell |
4,902
-96
| -2% | -$31.8K | 0.09% | 239 |
|
|
2023
Q2 | $1.73M | Sell |
4,998
-272
| -5% | -$88.3K | 0.09% | 224 |
|
|
2023
Q1 | $1.66M | Sell |
5,270
-94
| -2% | -$29.1K | 0.1% | 222 |
|
|
2022
Q4 | $1.61M | Sell |
5,364
-258
| -5% | -$75.4K | 0.1% | 213 |
|
|
2022
Q3 | $1.51M | Buy |
5,622
+408
| +8% | +$115K | 0.11% | 198 |
|
|
2022
Q2 | $1.41M | Sell |
5,214
-395
| -7% | -$114K | 0.1% | 217 |
|
|
2022
Q1 | $1.83M | Buy |
5,609
+143
| +3% | +$41.6K | 0.1% | 180 |
|
|
2021
Q4 | $1.64M | Sell |
5,466
-181
| -3% | -$54.3K | 0.09% | 200 |
|
|
2021
Q3 | $1.61M | Sell |
5,647
-105
| -2% | -$28.2K | 0.1% | 190 |
|
|
2021
Q2 | $1.37M | Buy |
5,752
+2
| +0% | +$489 | 0.08% | 222 |
|
|
2021
Q1 | $1.32M | Sell |
5,750
-150
| -3% | -$33K | 0.1% | 201 |
|
|
2020
Q4 | $1.25M | Sell |
5,900
-423
| -7% | -$86.4K | 0.09% | 225 |
|
|
2020
Q3 | $1.3M | Buy |
6,323
+480
| +8% | +$95.9K | 0.12% | 169 |
|
|
2020
Q2 | $1.13M | Buy |
5,843
+959
| +20% | +$179K | 0.11% | 187 |
|
|
2020
Q1 | $806K | Buy |
4,884
+536
| +12% | +$110K | 0.09% | 222 |
|
|
2019
Q4 | $906K | Buy |
4,348
+19
| +0.4% | +$3.76K | 0.09% | 234 |
|
|
2019
Q3 | $838K | Buy |
4,329
+43
| +1% | +$8.3K | 0.09% | 244 |
|
|
2019
Q2 | $827K | Buy |
4,286
+71
| +2% | +$12.9K | 0.09% | 242 |
|
|
2019
Q1 | $720K | Sell |
4,215
-21
| -0.5% | -$3.4K | 0.09% | 254 |
|
|
2018
Q4 | $616K | Buy |
4,236
+89
| +2% | +$13.8K | 0.09% | 263 |
|
|
2018
Q3 | $638K | Sell |
4,147
-3
| -0.1% | -$439 | 0.08% | 290 |
|
|
2018
Q2 | $569K | Sell |
4,150
-82
| -2% | -$11.6K | 0.08% | 307 |
|
|
2018
Q1 | $594K | Sell |
4,232
-12
| -0.3% | -$1.68K | 0.08% | 292 |
|
|
2017
Q4 | $569K | Buy |
4,244
+97
| +2% | +$13.8K | 0.08% | 318 |
|
|
2017
Q3 | $606K | Buy |
4,147
+52
| +1% | +$7.26K | 0.09% | 283 |
|
|
2017
Q2 | $544K | Buy |
4,095
+3
| +0.1% | +$379 | 0.09% | 282 |
|
|
2017
Q1 | $485K | Sell |
4,092
-11
| -0.3% | -$1.27K | 0.09% | 296 |
|
|
2016
Q4 | $458K | Sell |
4,103
-200
| -5% | -$22.3K | 0.09% | 297 |
|
|
2016
Q3 | $484K | Buy |
4,303
+685
| +19% | +$75.5K | 0.1% | 264 |
|
|
2016
Q2 | $395K | Sell |
3,618
-738
| -17% | -$78.1K | 0.09% | 283 |
|
|
2016
Q1 | $455K | Buy |
4,356
+33
| +0.8% | +$3.09K | 0.11% | 230 |
|
|
2015
Q4 | $399K | Sell |
4,323
-154
| -3% | -$14.3K | 0.1% | 243 |
|
|
2015
Q3 | $397K | Buy |
4,477
+92
| +2% | +$8.91K | 0.1% | 243 |
|
|
2015
Q2 | $437K | Buy |
4,385
+36
| +0.8% | +$3.6K | 0.11% | 238 |
|
|
2015
Q1 | $418K | Buy |
4,349
+485
| +13% | +$46.9K | 0.1% | 245 |
|
|
2014
Q4 | $366K | Buy |
3,864
+57
| +1% | +$5.1K | 0.09% | 267 |
|
|
2014
Q3 | $334K | Buy |
3,807
+434
| +13% | +$37.9K | 0.09% | 276 |
|
|
2014
Q2 | $304K | Sell |
3,373
-11
| -0.3% | -$952 | 0.09% | 295 |
|
|
2014
Q1 | $285K | Sell |
3,384
-10
| -0.3% | -$833 | 0.08% | 308 |
|
|
2013
Q4 | $285K | Sell |
3,394
-75
| -2% | -$5.94K | 0.08% | 298 |
|
|
2013
Q3 | $258K | Hold |
3,469
| – | – | 0.08% | 311 |
|
|
2013
Q2 | $223K | Buy |
+3,469
| New | +$220K | 0.08% | 321 |
|
Other funds holding AON
