Waldron Private Wealth’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 | $496K | Sell |
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|
2025
Q2 | $502K | Buy |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $866K | Sell |
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|
2023
Q3 | $989K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $996K | Buy |
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|
2022
Q4 | $844K | Hold |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $761K | Sell |
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|
2021
Q3 | $741K | Buy |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $473K | Sell |
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|
2020
Q3 | $466K | Buy |
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $411K | Buy |
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|
2019
Q4 | $515K | Hold |
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|
2019
Q3 | $479K | Sell |
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|
2019
Q2 | $575K | Sell |
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|
2019
Q1 | $599K | Buy |
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|
2018
Q4 | $456K | Sell |
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|
2018
Q3 | $483K | Buy |
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|
2018
Q2 | $411K | Sell |
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|
2018
Q1 | $426K | Hold |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $438K | Buy |
|
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|
2017
Q2 | $338K | Sell |
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|
2017
Q1 | $454K | Buy |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $237K | Sell |
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|
2016
Q2 | $367K | Buy |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $230K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $303K | Buy |
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|
2015
Q1 | $218K | Sell |
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|
2014
Q4 | $235K | Sell |
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|
2014
Q3 | $234K | Sell |
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|
2014
Q2 | $259K | Sell |
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|
2014
Q1 | $248K | Sell |
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|
2013
Q4 | $257K | Buy |
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