Transamerica Financial Advisors’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 | $33.6K | Buy |
104
+52
| +100% | +$17.3K | ﹤0.01% | 710 |
|
|
2025
Q4 | $18.4K | Buy |
52
+34
| +189% | +$11.9K | ﹤0.01% | 738 |
|
|
2025
Q3 | $6.1K | Buy |
+18
| New | +$6.51K | ﹤0.01% | 829 |
|
|
2025
Q2 | – | Sell |
-168
| Closed | -$67K | – | 567 |
|
|
2025
Q1 | $67K | Sell |
168
-210
| -56% | -$80.5K | 0.01% | 287 |
|
|
2024
Q4 | $136K | Buy |
+378
| New | +$139K | 0.01% | 243 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 592 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 401 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$287 | ﹤0.01% | 409 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 747 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2015
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 778 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 778 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 627 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 586 |
|
|
2014
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 596 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 563 |
|
|
2013
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 551 |
|
|
2013
Q3 | $1K | Sell |
1
-538
| -100% | -$36.9K | ﹤0.01% | 554 |
|
|
2013
Q2 | $35K | Buy |
+539
| New | +$34.2K | 0.01% | 322 |
|
Other funds holding AON
VCM
VPM