Sound View Wealth Advisors Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $813K | Sell |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $578K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $738K | Sell |
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|
2022
Q1 | $934K | Sell |
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|
2021
Q4 | $1.28M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $984K | Buy |
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|
2020
Q4 | $826K | Buy |
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|
2020
Q3 | $748K | Buy |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $444K | Buy |
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|
2019
Q2 | $331K | Buy |
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