Optimum Investment Advisors’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 | $357K | Hold |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $399K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $345K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $211K | Hold |
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|
2020
Q3 | $206K | Hold |
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|
2020
Q2 | $193K | Sell |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $234K | Sell |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $323K | Hold |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $295K | Hold |
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|
2017
Q4 | $281K | Hold |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $249K | Hold |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $259K | Hold |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $240K | Sell |
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|
2015
Q4 | $254K | Hold |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q1 | $264K | Hold |
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|
2014
Q4 | $261K | Buy |
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|
2014
Q3 | $149K | Buy |
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|
2014
Q2 | $135K | Buy |
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|
2014
Q1 | $80K | Hold |
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|
2013
Q4 | $80K | Hold |
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|
2013
Q3 | $71K | Buy |
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