Live Oak Private Wealth’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 | $7.9M | Buy |
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|
2025
Q2 | $7.78M | Buy |
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|
2025
Q1 | $8.49M | Buy |
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|
2024
Q4 | $7.59M | Sell |
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|
2024
Q3 | $7.45M | Sell |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $7.1M | Sell |
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|
2023
Q4 | $6.26M | Sell |
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|
2023
Q3 | $7.06M | Buy |
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|
2023
Q2 | $7.51M | Sell |
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|
2023
Q1 | $7.05M | Sell |
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|
2022
Q4 | $6.75M | Sell |
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|
2022
Q3 | $6.1M | Buy |
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|
2022
Q2 | $5.98M | Buy |
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|
2022
Q1 | $6.57M | Buy |
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|
2021
Q4 | $5.71M | Buy |
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|
2021
Q3 | $5.36M | Buy |
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|
2021
Q2 | $4.18M | Buy |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $1.95M | Sell |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $1.96M | Buy |
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