TCI 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 | $217K | Buy |
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|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $177K | Buy |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $166K | Sell |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $121K | Hold |
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|
2020
Q3 | $119K | Hold |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $132K | Buy |
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|
2019
Q2 | $79K | Hold |
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|
2019
Q1 | $70K | Sell |
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|
2018
Q4 | $60K | Sell |
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|
2018
Q3 | $66K | Hold |
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|
2018
Q2 | $59K | Buy |
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|
2018
Q1 | $59K | Sell |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $56K | Buy |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $46K | Buy |
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|
2016
Q2 | $43K | Hold |
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|
2016
Q1 | $41K | Buy |
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|
2015
Q4 | $35K | Buy |
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|
2015
Q3 | $30K | Buy |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $19K | Buy |
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|
2014
Q4 | $17K | Buy |
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|
2014
Q3 | $13K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $13K | Sell |
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|
2013
Q3 | $0 | Buy |
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