Perigon 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 | $855K | Buy |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $490K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Buy |
|