Wealthspire Advisors (New York)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2M | Sell |
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|
2025
Q1 | $115M | Sell |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $97.8M | Sell |
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|
2024
Q2 | $89.3M | Buy |
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|
2024
Q1 | $2.77M | Sell |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $896K | Buy |
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|
2020
Q3 | $868K | Buy |
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|
2020
Q2 | $671K | Sell |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $760K | Buy |
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|
2019
Q3 | $446K | Buy |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $31K | Buy |
|