TRUE Private 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
Q2 | $266K | Sell |
|
|||||
|
2025
Q1 | $307K | Sell |
|
|||||
|
2024
Q4 | $310K | Sell |
|
|||||
|
2024
Q3 | $304K | Sell |
|
|||||
|
2024
Q2 | $262K | Buy |
|
|||||
|
2024
Q1 | $294K | Buy |
|
|||||
|
2023
Q4 | $255K | Hold |
|
|||||
|
2023
Q3 | $284K | Buy |
|
|||||
|
2023
Q2 | $300K | Hold |
|
|||||
|
2023
Q1 | $274K | Hold |
|
|||||
|
2022
Q4 | $261K | Buy |
|
|||||
|
2022
Q3 | $232K | Sell |
|
|||||
|
2022
Q2 | $235K | Hold |
|
|||||
|
2022
Q1 | $254K | Buy |
|
|||||
|
2021
Q4 | $261K | Buy |
|
|||||
|
2021
Q3 | $210K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $205K | Buy |
|
|||||
|
2020
Q4 | $155K | Hold |
|
|||||
|
2020
Q3 | $151K | Hold |
|
|||||
|
2020
Q2 | $141K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $174K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $170K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $163K | Buy |
|