Waldron Private Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
1,406
+42
| +3% | +$15K | 0.02% | 190 |
|
|
2025
Q1 | $544K | Sell |
1,364
-2,106
| -61% | -$841K | 0.03% | 179 |
|
|
2024
Q4 | $1.25M | Buy |
3,470
+81
| +2% | +$29.1K | 0.05% | 143 |
|
|
2024
Q3 | $1.17M | Buy |
3,389
+15
| +0.4% | +$5.19K | 0.05% | 151 |
|
|
2024
Q2 | $991K | Sell |
3,374
-83
| -2% | -$24.4K | 0.04% | 159 |
|
|
2024
Q1 | $1.15M | Buy |
3,457
+482
| +16% | +$161K | 0.05% | 146 |
|
|
2023
Q4 | $866K | Sell |
2,975
-75
| -2% | -$21.8K | 0.04% | 166 |
|
|
2023
Q3 | $989K | Sell |
3,050
-17
| -0.6% | -$5.51K | 0.05% | 155 |
|
|
2023
Q2 | $1.06M | Sell |
3,067
-93
| -3% | -$32.1K | 0.05% | 149 |
|
|
2023
Q1 | $996K | Buy |
3,160
+8
| +0.3% | +$2.52K | 0.05% | 167 |
|
|
2022
Q4 | $844K | Hold |
3,152
| – | – | 0.05% | 173 |
|
|
2022
Q3 | $844K | Buy |
3,152
+236
| +8% | +$63.2K | 0.05% | 173 |
|
|
2022
Q2 | $786K | Buy |
2,916
+291
| +11% | +$78.4K | 0.04% | 189 |
|
|
2022
Q1 | $854K | Buy |
2,625
+92
| +4% | +$29.9K | 0.04% | 199 |
|
|
2021
Q4 | $761K | Sell |
2,533
-63
| -2% | -$18.9K | 0.04% | 211 |
|
|
2021
Q3 | $741K | Buy |
2,596
+266
| +11% | +$75.9K | 0.04% | 181 |
|
|
2021
Q2 | $556K | Sell |
2,330
-1
| -0% | -$239 | 0.04% | 194 |
|
|
2021
Q1 | $536K | Buy |
2,331
+88
| +4% | +$20.2K | 0.04% | 188 |
|
|
2020
Q4 | $473K | Sell |
2,243
-20
| -0.9% | -$4.22K | 0.04% | 186 |
|
|
2020
Q3 | $466K | Buy |
2,263
+93
| +4% | +$19.2K | 0.04% | 169 |
|
|
2020
Q2 | $417K | Sell |
2,170
-323
| -13% | -$62.1K | 0.04% | 172 |
|
|
2020
Q1 | $411K | Buy |
2,493
+17
| +0.7% | +$2.8K | 0.04% | 157 |
|
|
2019
Q4 | $515K | Hold |
2,476
| – | – | 0.05% | 158 |
|
|
2019
Q3 | $479K | Sell |
2,476
-505
| -17% | -$97.7K | 0.05% | 148 |
|
|
2019
Q2 | $575K | Sell |
2,981
-533
| -15% | -$103K | 0.06% | 128 |
|
|
2019
Q1 | $599K | Buy |
3,514
+373
| +12% | +$63.6K | 0.07% | 130 |
|
|
2018
Q4 | $456K | Sell |
3,141
-6
| -0.2% | -$871 | 0.07% | 134 |
|
|
2018
Q3 | $483K | Buy |
3,147
+150
| +5% | +$23K | 0.09% | 105 |
|
|
2018
Q2 | $411K | Sell |
2,997
-45
| -1% | -$6.17K | 0.09% | 103 |
|
|
2018
Q1 | $426K | Hold |
3,042
| – | – | 0.1% | 92 |
|
|
2017
Q4 | $407K | Buy |
3,042
+40
| +1% | +$5.35K | 0.1% | 91 |
|
|
2017
Q3 | $438K | Buy |
3,002
+455
| +18% | +$66.4K | 0.12% | 81 |
|
|
2017
Q2 | $338K | Sell |
2,547
-1,279
| -33% | -$170K | 0.11% | 80 |
|
|
2017
Q1 | $454K | Buy |
3,826
+1,714
| +81% | +$203K | 0.11% | 111 |
|
|
2016
Q4 | $235K | Hold |
2,112
| – | – | 0.08% | 117 |
|
|
2016
Q3 | $237K | Sell |
2,112
-1,250
| -37% | -$140K | 0.09% | 118 |
|
|
2016
Q2 | $367K | Buy |
3,362
+1,149
| +52% | +$125K | 0.13% | 77 |
|
|
2016
Q1 | $231K | Sell |
2,213
-289
| -12% | -$30.2K | 0.09% | 125 |
|
|
2015
Q4 | $230K | Buy |
+2,502
| New | +$230K | 0.09% | 137 |
|
|
2015
Q3 | – | Sell |
-3,251
| Closed | -$303K | – | 141 |
|
|
2015
Q2 | $303K | Buy |
3,251
+983
| +43% | +$91.6K | 0.12% | 73 |
|
|
2015
Q1 | $218K | Sell |
2,268
-210
| -8% | -$20.2K | 0.09% | 116 |
|
|
2014
Q4 | $235K | Sell |
2,478
-193
| -7% | -$18.3K | 0.1% | 105 |
|
|
2014
Q3 | $234K | Sell |
2,671
-209
| -7% | -$18.3K | 0.11% | 89 |
|
|
2014
Q2 | $259K | Sell |
2,880
-57
| -2% | -$5.13K | 0.12% | 86 |
|
|
2014
Q1 | $248K | Sell |
2,937
-122
| -4% | -$10.3K | 0.12% | 91 |
|
|
2013
Q4 | $257K | Buy |
+3,059
| New | +$257K | 0.12% | 86 |
|