Montag & Associates’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $16.9K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $31.5K | Sell |
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|
2022
Q4 | $75K | Hold |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $53K | Buy |
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