SVB Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
629
-880
| -58% | -$314K | 0.01% | 395 |
|
|
2025
Q1 | $602K | Sell |
1,509
-69
| -4% | -$27.5K | 0.02% | 196 |
|
|
2024
Q4 | $567K | Buy |
+1,578
| New | +$567K | 0.01% | 403 |
|
|
2024
Q3 | – | Sell |
-1,534
| Closed | -$450K | – | 51 |
|
|
2024
Q2 | $450K | Sell |
1,534
-971
| -39% | -$285K | 0.01% | 440 |
|
|
2024
Q1 | $836K | Sell |
2,505
-54
| -2% | -$18K | 0.02% | 382 |
|
|
2023
Q4 | $745K | Buy |
2,559
+314
| +14% | +$91.4K | 0.02% | 394 |
|
|
2023
Q3 | $728K | Sell |
2,245
-108
| -5% | -$35K | 0.02% | 366 |
|
|
2023
Q2 | $812K | Sell |
2,353
-478
| -17% | -$165K | 0.01% | 376 |
|
|
2023
Q1 | $893K | Buy |
2,831
+366
| +15% | +$115K | 0.01% | 399 |
|
|
2022
Q4 | $740K | Sell |
2,465
-415
| -14% | -$125K | 0.01% | 466 |
|
|
2022
Q3 | $772K | Buy |
2,880
+1,574
| +121% | +$422K | 0.01% | 422 |
|
|
2022
Q2 | $353K | Buy |
1,306
+24
| +2% | +$6.49K | 0.01% | 518 |
|
|
2022
Q1 | $418K | Buy |
1,282
+120
| +10% | +$39.1K | 0.01% | 480 |
|
|
2021
Q4 | $350K | Sell |
1,162
-46
| -4% | -$13.9K | 0.01% | 534 |
|
|
2021
Q3 | $346K | Buy |
1,208
+283
| +31% | +$81.1K | ﹤0.01% | 723 |
|
|
2021
Q2 | $221K | Buy |
925
+15
| +2% | +$3.58K | ﹤0.01% | 864 |
|
|
2021
Q1 | $209K | Buy |
+910
| New | +$209K | ﹤0.01% | 822 |
|
|
2016
Q3 | – | Sell |
-2,219
| Closed | -$242K | – | 519 |
|
|
2016
Q2 | $242K | Buy |
2,219
+254
| +13% | +$27.7K | 0.01% | 455 |
|
|
2016
Q1 | $205K | Sell |
1,965
-425
| -18% | -$44.3K | 0.01% | 492 |
|
|
2015
Q4 | $220K | Hold |
2,390
| – | – | 0.01% | 496 |
|
|
2015
Q3 | $212K | Sell |
2,390
-4,450
| -65% | -$395K | 0.01% | 508 |
|
|
2015
Q2 | $682K | Hold |
6,840
| – | – | 0.02% | 368 |
|
|
2015
Q1 | $657K | Sell |
6,840
-190
| -3% | -$18.3K | 0.02% | 368 |
|
|
2014
Q4 | $667K | Buy |
+7,030
| New | +$667K | 0.02% | 358 |
|