Waverly Advisors’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 | $587K | Sell |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $647K | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $344K | Buy |
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|
2015
Q3 | $36K | Buy |
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|
2015
Q2 | $13K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Sell |
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|
2013
Q4 | $211K | Buy |
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|
2013
Q3 | $179K | Buy |
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