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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $602K | Sell |
1,866
-69
| -4% | -$22.9K | 0.04% | 256 |
|
|
2025
Q4 | $683K | Buy |
1,935
+29
| +2% | +$10.1K | 0.05% | 237 |
|
|
2025
Q3 | $680K | Sell |
1,906
-18
| -0.9% | -$6.51K | 0.05% | 243 |
|
|
2025
Q2 | $686K | Sell |
1,924
-113
| -6% | -$40.9K | 0.05% | 233 |
|
|
2025
Q1 | $813K | Sell |
2,037
-10
| -0.5% | -$3.83K | 0.07% | 204 |
|
|
2024
Q4 | $735K | Buy |
2,047
+68
| +3% | +$25K | 0.06% | 217 |
|
|
2024
Q3 | $685K | Buy |
1,979
+9
| +0.5% | +$2.94K | 0.06% | 224 |
|
|
2024
Q2 | $578K | Sell |
1,970
-127
| -6% | -$37.5K | 0.06% | 224 |
|
|
2024
Q1 | $700K | Sell |
2,097
-1,356
| -39% | -$420K | 0.07% | 204 |
|
|
2023
Q4 | $1M | Sell |
3,453
-306
| -8% | -$98K | 0.11% | 156 |
|
|
2023
Q3 | $1.22M | Buy |
3,759
+201
| +6% | +$66.5K | 0.15% | 126 |
|
|
2023
Q2 | $1.23M | Buy |
3,558
+11
| +0.3% | +$3.57K | 0.16% | 124 |
|
|
2023
Q1 | $1.12M | Buy |
3,547
+94
| +3% | +$29.1K | 0.15% | 130 |
|
|
2022
Q4 | $1M | Buy |
3,453
+723
| +26% | +$211K | 0.11% | 156 |
|
|
2022
Q3 | $731K | Sell |
2,730
-7
| -0.3% | -$1.98K | 0.16% | 123 |
|
|
2022
Q2 | $738K | Sell |
2,737
-131
| -5% | -$37.7K | 0.15% | 129 |
|
|
2022
Q1 | $934K | Sell |
2,868
-1,381
| -33% | -$402K | 0.18% | 117 |
|
|
2021
Q4 | $1.28M | Sell |
4,249
-192
| -4% | -$57.6K | 0.24% | 103 |
|
|
2021
Q3 | $1.27M | Buy |
4,441
+15
| +0.3% | +$4.03K | 0.27% | 96 |
|
|
2021
Q2 | $1.06M | Buy |
4,426
+148
| +3% | +$36.2K | 0.22% | 109 |
|
|
2021
Q1 | $984K | Buy |
4,278
+369
| +9% | +$81.2K | 0.23% | 100 |
|
|
2020
Q4 | $826K | Buy |
3,909
+284
| +8% | +$58K | 0.2% | 114 |
|
|
2020
Q3 | $748K | Buy |
3,625
+98
| +3% | +$19.6K | 0.2% | 118 |
|
|
2020
Q2 | $679K | Buy |
3,527
+867
| +33% | +$162K | 0.19% | 113 |
|
|
2020
Q1 | $439K | Buy |
2,660
+199
| +8% | +$40.7K | 0.15% | 128 |
|
|
2019
Q4 | $513K | Buy |
2,461
+168
| +7% | +$33.3K | 0.14% | 136 |
|
|
2019
Q3 | $444K | Buy |
2,293
+578
| +34% | +$112K | 0.13% | 149 |
|
|
2019
Q2 | $331K | Buy |
+1,715
| New | +$311K | 0.1% | 179 |
|
Other funds holding AON
VCM
VPM