SVB Wealth’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 | $204K | Sell |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $836K | Sell |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $728K | Sell |
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|
2023
Q2 | $812K | Sell |
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|
2023
Q1 | $893K | Buy |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $242K | Buy |
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|
2016
Q1 | $205K | Sell |
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|
2015
Q4 | $220K | Hold |
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|
2015
Q3 | $212K | Sell |
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|
2015
Q2 | $682K | Hold |
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|
2015
Q1 | $657K | Sell |
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|
2014
Q4 | $667K | Buy |
|