Modera 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 | $4.68M | Sell |
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|
2025
Q2 | $4.73M | Buy |
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|
2025
Q1 | $5.01M | Buy |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $4.08M | Buy |
|
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $685K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $570K | Buy |
|