Pinnacle Wealth Planning Services’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 | $375K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $422K | Buy |
|
|||||
|
2024
Q4 | $368K | Sell |
|
|||||
|
2024
Q3 | $553K | Sell |
|
|||||
|
2024
Q2 | $478K | Sell |
|
|||||
|
2024
Q1 | $620K | Buy |
|
|||||
|
2023
Q4 | $539K | Sell |
|
|||||
|
2023
Q3 | $641K | Buy |
|
|||||
|
2023
Q2 | $646K | Sell |
|
|||||
|
2023
Q1 | $624K | Sell |
|
|||||
|
2022
Q4 | $602K | Sell |
|
|||||
|
2022
Q3 | $543K | Buy |
|
|||||
|
2022
Q2 | $529K | Buy |
|
|||||
|
2022
Q1 | $583K | Buy |
|
|||||
|
2021
Q4 | $463K | Buy |
|
|||||
|
2021
Q3 | $417K | Buy |
|
|||||
|
2021
Q2 | $322K | Buy |
|
|||||
|
2021
Q1 | $299K | Buy |
|
|||||
|
2020
Q4 | $217K | Sell |
|
|||||
|
2020
Q3 | $237K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $205K | Sell |
|
|||||
|
2019
Q3 | $204K | Buy |
|