Plante Moran Financial 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 | $683K | Buy |
|
|||||
|
2025
Q2 | $676K | Hold |
|
|||||
|
2025
Q1 | $756K | Hold |
|
|||||
|
2024
Q4 | $681K | Hold |
|
|||||
|
2024
Q3 | $656K | Sell |
|
|||||
|
2024
Q2 | $568K | Hold |
|
|||||
|
2024
Q1 | $645K | Sell |
|
|||||
|
2023
Q4 | $566K | Sell |
|
|||||
|
2023
Q3 | $632K | Buy |
|
|||||
|
2023
Q2 | $667K | Hold |
|
|||||
|
2023
Q1 | $610K | Hold |
|
|||||
|
2022
Q4 | $580K | Hold |
|
|||||
|
2022
Q3 | $518K | Sell |
|
|||||
|
2022
Q2 | $526K | Buy |
|
|||||
|
2022
Q1 | $629K | Sell |
|
|||||
|
2021
Q4 | $583K | Sell |
|
|||||
|
2021
Q3 | $572K | Buy |
|
|||||
|
2021
Q2 | $467K | Sell |
|
|||||
|
2021
Q1 | $454K | Buy |
|
|||||
|
2020
Q4 | $378K | Sell |
|
|||||
|
2020
Q3 | $567K | Hold |
|
|||||
|
2020
Q2 | $530K | Buy |
|
|||||
|
2020
Q1 | $454K | Hold |
|
|||||
|
2019
Q4 | $573K | Sell |
|
|||||
|
2019
Q3 | $649K | Hold |
|
|||||
|
2019
Q2 | $647K | Hold |
|
|||||
|
2019
Q1 | $573K | Hold |
|
|||||
|
2018
Q4 | $488K | Hold |
|
|||||
|
2018
Q3 | $516K | Sell |
|
|||||
|
2018
Q2 | $696K | Buy |
|
|||||
|
2018
Q1 | $542K | Buy |
|
|||||
|
2017
Q4 | $448K | Buy |
|
|||||
|
2017
Q3 | $483K | Hold |
|
|||||
|
2017
Q2 | $439K | Buy |
|
|||||
|
2017
Q1 | $392K | Buy |
|
|||||
|
2016
Q4 | $326K | Buy |
|
|||||
|
2016
Q3 | $318K | Hold |
|
|||||
|
2016
Q2 | $309K | Hold |
|
|||||
|
2016
Q1 | $295K | Buy |
|
|||||
|
2015
Q4 | $251K | Sell |
|
|||||
|
2015
Q3 | $268K | Sell |
|
|||||
|
2015
Q2 | $406K | Buy |
|
|||||
|
2015
Q1 | $371K | Hold |
|
|||||
|
2014
Q4 | $366K | Buy |
|
|||||
|
2014
Q3 | $239K | Sell |
|
|||||
|
2014
Q2 | $266K | Buy |
|
|||||
|
2014
Q1 | $240K | Sell |
|
|||||
|
2013
Q4 | $638K | Buy |
|
|||||
|
2013
Q3 | $525K | Hold |
|
|||||
|
2013
Q2 | $453K | Buy |
|