Valley National Advisers’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
43
-2
| -4% | -$698 | ﹤0.01% | 501 |
|
|
2025
Q1 | $17K | Buy |
45
+3
| +7% | +$1.13K | ﹤0.01% | 499 |
|
|
2024
Q4 | $15K | Hold |
42
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $14K | Sell |
42
-32
| -43% | -$10.7K | ﹤0.01% | 480 |
|
|
2024
Q2 | $21K | Buy |
74
+10
| +16% | +$2.84K | ﹤0.01% | 499 |
|
|
2024
Q1 | $21K | Sell |
64
-11
| -15% | -$3.61K | ﹤0.01% | 510 |
|
|
2023
Q4 | $21K | Buy |
75
+35
| +88% | +$9.8K | ﹤0.01% | 528 |
|
|
2023
Q3 | $13K | Hold |
40
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $14K | Hold |
40
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $12K | Hold |
40
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 570 |
|
|
2022
Q2 | $11K | Hold |
40
| – | – | ﹤0.01% | 554 |
|
|
2022
Q1 | $13K | Sell |
40
-131
| -77% | -$42.6K | ﹤0.01% | 560 |
|
|
2021
Q4 | $51K | Hold |
171
| – | – | 0.01% | 362 |
|
|
2021
Q3 | $49K | Buy |
171
+131
| +328% | +$37.5K | 0.01% | 349 |
|
|
2021
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 576 |
|
|
2021
Q1 | $9K | Hold |
40
| – | – | ﹤0.01% | 549 |
|
|
2020
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 546 |
|
|
2020
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 496 |
|
|
2020
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 547 |
|
|
2019
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 526 |
|
|
2019
Q2 | $8K | Hold |
40
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 508 |
|
|
2018
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 496 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$2K | – | 678 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 548 |
|