Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.17M | Sell |
12,928
-6,746
| -34% | -$2.24M | 0.4% | 89 |
|
|
2025
Q4 | $6.94M | Sell |
19,674
-5,097
| -21% | -$1.78M | 0.66% | 54 |
|
|
2025
Q3 | $8.83M | Sell |
24,771
-859
| -3% | -$311K | 0.82% | 39 |
|
|
2025
Q2 | $9.14M | Buy |
25,630
+290
| +1% | +$105K | 0.85% | 39 |
|
|
2025
Q1 | $10.1M | Buy |
25,340
+493
| +2% | +$189K | 0.97% | 16 |
|
|
2024
Q4 | $8.92M | Buy |
24,847
+319
| +1% | +$117K | 0.88% | 36 |
|
|
2024
Q3 | $8.49M | Buy |
24,528
+992
| +4% | +$325K | 0.81% | 54 |
|
|
2024
Q2 | $6.91M | Buy |
23,536
+935
| +4% | +$276K | 0.73% | 68 |
|
|
2024
Q1 | $7.54M | Buy |
22,601
+1,408
| +7% | +$437K | 0.79% | 56 |
|
|
2023
Q4 | $6.17M | Buy |
21,193
+293
| +1% | +$93.8K | 0.7% | 68 |
|
|
2023
Q3 | $6.78M | Sell |
20,900
-154
| -0.7% | -$51K | 0.84% | 41 |
|
|
2023
Q2 | $7.27M | Sell |
21,054
-146
| -0.7% | -$47.4K | 0.86% | 41 |
|
|
2023
Q1 | $6.68M | Buy |
21,200
+3,979
| +23% | +$1.23M | 0.85% | 41 |
|
|
2022
Q4 | $5.17M | Sell |
17,221
-67
| -0.4% | -$19.6K | 0.71% | 64 |
|
|
2022
Q3 | $4.63M | Sell |
17,288
-9,925
| -36% | -$2.81M | 0.7% | 63 |
|
|
2022
Q2 | $7.34M | Sell |
27,213
-22,112
| -45% | -$6.36M | 1.06% | 11 |
|
|
2022
Q1 | $16.1M | Buy |
49,325
+3,904
| +9% | +$1.14M | 2.02% | 2 |
|
|
2021
Q4 | $13.7M | Sell |
45,421
-1,498
| -3% | -$449K | 1.67% | 5 |
|
|
2021
Q3 | $13.4M | Buy |
46,919
+22,681
| +94% | +$6.09M | 1.81% | 4 |
|
|
2021
Q2 | $5.79M | Sell |
24,238
-26,868
| -53% | -$6.57M | 0.8% | 44 |
|
|
2021
Q1 | $11.8M | Buy |
51,106
+1,879
| +4% | +$414K | 1.75% | 3 |
|
|
2020
Q4 | $10.4M | Buy |
49,227
+2,350
| +5% | +$480K | 1.62% | 5 |
|
|
2020
Q3 | $9.67M | Buy |
46,877
+2,771
| +6% | +$553K | 1.75% | 3 |
|
|
2020
Q2 | $8.5M | Buy |
44,106
+10,233
| +30% | +$1.91M | 1.73% | 2 |
|
|
2020
Q1 | $5.53M | Sell |
33,873
-879
| -3% | -$180K | 1.43% | 2 |
|
|
2019
Q4 | $7.24M | Buy |
+34,752
| New | +$6.88M | 1.42% | 2 |
|
Other funds holding AON
VCM
VPM