Venturi Wealth Management’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 | $986K | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.34M | Sell |
|
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|
2024
Q3 | $1.45M | Buy |
|
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|
2024
Q2 | $1.12M | Buy |
|
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|
2024
Q1 | $1.14M | Buy |
|
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|
2023
Q4 | $836K | Sell |
|
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|
2023
Q3 | $954K | Sell |
|
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|
2023
Q2 | $1.05M | Sell |
|
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|
2023
Q1 | $1.23M | Sell |
|
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|
2022
Q4 | $1.22M | Sell |
|
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|
2022
Q3 | $1.1M | Sell |
|
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|
2022
Q2 | $1.14M | Sell |
|
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|
2022
Q1 | $1.5M | Buy |
|
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|
2021
Q4 | $1.38M | Sell |
|
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|
2021
Q3 | $1.36M | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $1.04M | Buy |
|
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|
2020
Q4 | $941K | Buy |
|
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|
2020
Q3 | $811K | Buy |
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|
2020
Q2 | $499K | Buy |
|