Modera Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
13,272
+714
| +6% | +$255K | 0.06% | 188 |
|
|
2025
Q1 | $5.01M | Buy |
12,558
+253
| +2% | +$101K | 0.07% | 178 |
|
|
2024
Q4 | $4.42M | Buy |
12,305
+509
| +4% | +$183K | 0.05% | 187 |
|
|
2024
Q3 | $4.08M | Buy |
11,796
+9,718
| +468% | +$3.36M | 0.05% | 181 |
|
|
2024
Q2 | $610K | Sell |
2,078
-15
| -0.7% | -$4.4K | 0.01% | 362 |
|
|
2024
Q1 | $698K | Buy |
2,093
+32
| +2% | +$10.7K | 0.01% | 351 |
|
|
2023
Q4 | $600K | Buy |
2,061
+16
| +0.8% | +$4.66K | 0.01% | 349 |
|
|
2023
Q3 | $663K | Buy |
2,045
+60
| +3% | +$19.5K | 0.01% | 323 |
|
|
2023
Q2 | $685K | Buy |
+1,985
| New | +$685K | 0.01% | 341 |
|
|
2022
Q1 | – | Sell |
-1,897
| Closed | -$570K | – | 371 |
|
|
2021
Q4 | $570K | Buy |
+1,897
| New | +$570K | 0.02% | 253 |
|