Valley National Advisers’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 | $17K | Buy |
55
+13
| +31% | +$4.32K | ﹤0.01% | 521 |
|
|
2025
Q4 | $14K | Sell |
42
-1
| -2% | -$349 | ﹤0.01% | 542 |
|
|
2025
Q3 | $15K | Hold |
43
| – | – | ﹤0.01% | 502 |
|
|
2025
Q2 | $15K | Sell |
43
-2
| -4% | -$725 | ﹤0.01% | 501 |
|
|
2025
Q1 | $17K | Buy |
45
+3
| +7% | +$1.15K | ﹤0.01% | 499 |
|
|
2024
Q4 | $15K | Hold |
42
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $14K | Sell |
42
-32
| -43% | -$10.5K | ﹤0.01% | 480 |
|
|
2024
Q2 | $21K | Buy |
74
+10
| +16% | +$2.96K | ﹤0.01% | 500 |
|
|
2024
Q1 | $21K | Sell |
64
-11
| -15% | -$3.41K | ﹤0.01% | 512 |
|
|
2023
Q4 | $21K | Buy |
75
+35
| +88% | +$11.2K | ﹤0.01% | 529 |
|
|
2023
Q3 | $13K | Hold |
40
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $14K | Hold |
40
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 555 |
|
|
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% | -$38.1K | ﹤0.01% | 560 |
|
|
2021
Q4 | $51K | Hold |
171
| – | – | 0.01% | 362 |
|
|
2021
Q3 | $49K | Buy |
171
+131
| +328% | +$35.2K | 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 | +$6.21K | ﹤0.01% | 496 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$2K | – | 678 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2.11K | ﹤0.01% | 548 |
|
Other funds holding AON
VCM
VPM