Sendero Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
2,408
-809
| -25% | -$289K | 0.11% | 111 |
|
|
2025
Q1 | $1.28M | Sell |
3,217
-1,322
| -29% | -$528K | 0.18% | 77 |
|
|
2024
Q4 | $1.63M | Hold |
4,539
| – | – | 0.24% | 65 |
|
|
2024
Q3 | $1.57M | Hold |
4,539
| – | – | 0.25% | 59 |
|
|
2024
Q2 | $1.33M | Buy |
4,539
+1,482
| +48% | +$435K | 0.22% | 62 |
|
|
2024
Q1 | $1.02M | Buy |
3,057
+173
| +6% | +$57.7K | 0.18% | 77 |
|
|
2023
Q4 | $839K | Buy |
2,884
+597
| +26% | +$174K | 0.16% | 93 |
|
|
2023
Q3 | $741K | Buy |
2,287
+140
| +7% | +$45.4K | 0.16% | 86 |
|
|
2023
Q2 | $741K | Sell |
2,147
-2,152
| -50% | -$743K | 0.16% | 89 |
|
|
2023
Q1 | $1.36M | Sell |
4,299
-2,472
| -37% | -$779K | 0.42% | 54 |
|
|
2022
Q4 | $2.03M | Sell |
6,771
-352
| -5% | -$106K | 0.72% | 23 |
|
|
2022
Q3 | $1.91M | Buy |
7,123
+849
| +14% | +$227K | 0.79% | 17 |
|
|
2022
Q2 | $1.69M | Buy |
6,274
+1,156
| +23% | +$312K | 1.62% | 15 |
|
|
2022
Q1 | $1.67M | Sell |
5,118
-464
| -8% | -$151K | 0.77% | 16 |
|
|
2021
Q4 | $1.68M | Buy |
+5,582
| New | +$1.68M | 0.74% | 19 |
|