Union Heritage Capital’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 | $3.55M | Hold |
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|
2025
Q2 | $3.56M | Hold |
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|
2025
Q1 | $3.98M | Hold |
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|
2024
Q4 | $3.58M | Hold |
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|
2024
Q3 | $3.45M | Hold |
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|
2024
Q2 | $2.93M | Hold |
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|
2024
Q1 | $3.33M | Buy |
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|
2023
Q4 | $2.47M | Hold |
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|
2023
Q3 | $2.76M | Hold |
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|
2023
Q2 | $2.93M | Hold |
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|
2023
Q1 | $2.68M | Hold |
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|
2022
Q4 | $2.55M | Hold |
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|
2022
Q3 | $2.28M | Hold |
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|
2022
Q2 | $2.29M | Hold |
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|
2022
Q1 | $2.77M | Hold |
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|
2021
Q4 | $2.56M | Hold |
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|
2021
Q3 | $2.43M | Hold |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.38M | Buy |
|