OWP
Obermeyer Wealth Partners’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Sell |
102,502
-2,417
| -2% | -$862K | 1.82% | 17 |
|
|
2025
Q1 | $41.9M | Sell |
104,919
-3,171
| -3% | -$1.27M | 2.23% | 14 |
|
|
2024
Q4 | $38.8M | Sell |
108,090
-2,074
| -2% | -$745K | 2.02% | 16 |
|
|
2024
Q3 | $38.1M | Sell |
110,164
-2,428
| -2% | -$840K | 2.04% | 16 |
|
|
2024
Q2 | $33.1M | Sell |
112,592
-182
| -0.2% | -$53.4K | 1.89% | 17 |
|
|
2024
Q1 | $37.6M | Sell |
112,774
-52,722
| -32% | -$17.6M | 2.22% | 16 |
|
|
2023
Q4 | $48.2M | Sell |
165,496
-3,596
| -2% | -$1.05M | 3.29% | 8 |
|
|
2023
Q3 | $54.8M | Sell |
169,092
-3,562
| -2% | -$1.15M | 4.08% | 7 |
|
|
2023
Q2 | $59.6M | Sell |
172,654
-6,712
| -4% | -$2.32M | 4.28% | 5 |
|
|
2023
Q1 | $56.8M | Sell |
179,366
-13,721
| -7% | -$4.35M | 4.24% | 4 |
|
|
2022
Q4 | $58M | Sell |
193,087
-4,185
| -2% | -$1.26M | 4.38% | 4 |
|
|
2022
Q3 | $52.8M | Sell |
197,272
-5,379
| -3% | -$1.44M | 4.28% | 5 |
|
|
2022
Q2 | $54.7M | Sell |
202,651
-4,447
| -2% | -$1.2M | 4.01% | 5 |
|
|
2022
Q1 | $67.4M | Sell |
207,098
-2,883
| -1% | -$939K | 4.04% | 4 |
|
|
2021
Q4 | $63.1M | Buy |
209,981
+1,374
| +0.7% | +$413K | 3.38% | 7 |
|
|
2021
Q3 | $59.6M | Buy |
208,607
+1,323
| +0.6% | +$378K | 3.3% | 5 |
|
|
2021
Q2 | $49.5M | Buy |
207,284
+2,051
| +1% | +$490K | 2.75% | 12 |
|
|
2021
Q1 | $47.2M | Sell |
205,233
-1,062
| -0.5% | -$244K | 2.9% | 10 |
|
|
2020
Q4 | $43.6M | Sell |
206,295
-1,307
| -0.6% | -$276K | 2.89% | 14 |
|
|
2020
Q3 | $42.8M | Buy |
207,602
+2,879
| +1% | +$594K | 3.21% | 9 |
|
|
2020
Q2 | $39.4M | Buy |
204,723
+3,174
| +2% | +$611K | 3.33% | 12 |
|
|
2020
Q1 | $33.3M | Sell |
201,549
-5,659
| -3% | -$934K | 3.56% | 11 |
|
|
2019
Q4 | $43.2M | Sell |
207,208
-3,123
| -1% | -$650K | 3.82% | 3 |
|
|
2019
Q3 | $40.7M | Sell |
210,331
-19,655
| -9% | -$3.8M | 3.77% | 4 |
|
|
2019
Q2 | $44.4M | Sell |
229,986
-6,722
| -3% | -$1.3M | 3.99% | 4 |
|
|
2019
Q1 | $40.4M | Sell |
236,708
-2,885
| -1% | -$492K | 3.8% | 4 |
|
|
2018
Q4 | $34.8M | Sell |
239,593
-10,506
| -4% | -$1.53M | 3.53% | 10 |
|
|
2018
Q3 | $38.5M | Sell |
250,099
-5,167
| -2% | -$795K | 3.25% | 14 |
|
|
2018
Q2 | $35M | Sell |
255,266
-8,473
| -3% | -$1.16M | 3.12% | 12 |
|
|
2018
Q1 | $37M | Sell |
263,739
-3,624
| -1% | -$509K | 3.36% | 11 |
|
|
2017
Q4 | $35.8M | Buy |
267,363
+1,325
| +0.5% | +$178K | 3.11% | 14 |
|
|
2017
Q3 | $38.9M | Sell |
266,038
-153
| -0.1% | -$22.4K | 3.37% | 10 |
|
|
2017
Q2 | $35.4M | Buy |
266,191
+1,476
| +0.6% | +$196K | 3.14% | 12 |
|
|
2017
Q1 | $31.4M | Buy |
+264,715
| New | +$31.4M | 2.89% | 14 |
|