Waddell & Associates’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
629
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $251K | Hold |
629
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $226K | Hold |
629
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $218K | Buy |
+629
| New | +$218K | 0.03% | 144 |
|
|
2024
Q2 | – | Sell |
-629
| Closed | -$210K | – | 139 |
|
|
2024
Q1 | $210K | Buy |
+629
| New | +$210K | 0.03% | 135 |
|
|
2023
Q4 | – | Sell |
-629
| Closed | -$204K | – | 148 |
|
|
2023
Q3 | $204K | Buy |
+629
| New | +$204K | 0.03% | 166 |
|