SOA Wealth 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 | $20.7K | Hold |
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|
2025
Q2 | $20.7K | Sell |
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|
2025
Q1 | $27.9K | Hold |
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|
2024
Q4 | $25.1K | Hold |
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|
2024
Q3 | $24.2K | Hold |
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|
2024
Q2 | $20.6K | Sell |
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|
2024
Q1 | $24.7K | Hold |
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|
2023
Q4 | $21.5K | Hold |
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|
2023
Q3 | $24K | Hold |
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|
2023
Q2 | $25.5K | Hold |
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|
2023
Q1 | $23.3K | Hold |
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|
2022
Q4 | $22.2K | Hold |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $36K | Buy |
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