Welch Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Hold |
5,148
| – | – | 0.06% | 92 |
|
|
2025
Q4 | $1.82M | Buy |
5,148
+18
| +0.4% | +$6.29K | 0.07% | 86 |
|
|
2025
Q3 | $1.83M | Hold |
5,130
| – | – | 0.07% | 82 |
|
|
2025
Q2 | $1.83M | Buy |
5,130
+1
| +0% | +$362 | 0.08% | 76 |
|
|
2025
Q1 | $2.02M | Sell |
5,129
-143
| -3% | -$54.8K | 0.09% | 71 |
|
|
2024
Q4 | $1.89M | Hold |
5,272
| – | – | 0.09% | 74 |
|
|
2024
Q3 | $1.82M | Hold |
5,272
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $1.55M | Hold |
5,272
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $1.76M | Hold |
5,272
| – | – | 0.09% | 68 |
|
|
2023
Q4 | $1.53M | Hold |
5,272
| – | – | 0.08% | 74 |
|
|
2023
Q3 | $1.71M | Hold |
5,272
| – | – | 0.1% | 68 |
|
|
2023
Q2 | $1.82M | Sell |
5,272
-174
| -3% | -$56.5K | 0.1% | 68 |
|
|
2023
Q1 | $1.72M | Sell |
5,446
-244
| -4% | -$75.5K | 0.1% | 68 |
|
|
2022
Q4 | $1.71M | Hold |
5,690
| – | – | 0.1% | 73 |
|
|
2022
Q3 | $1.52M | Hold |
5,690
| – | – | 0.1% | 68 |
|
|
2022
Q2 | $1.53M | Hold |
5,690
| – | – | 0.09% | 70 |
|
|
2022
Q1 | $1.85M | Sell |
5,690
-200
| -3% | -$58.2K | 0.11% | 71 |
|
|
2021
Q4 | $1.77M | Hold |
5,890
| – | – | 0.1% | 73 |
|
|
2021
Q3 | $1.68M | Hold |
5,890
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $1.41M | Hold |
5,890
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $1.35M | Hold |
5,890
| – | – | 0.1% | 72 |
|
|
2020
Q4 | $1.24M | Sell |
5,890
-342
| -5% | -$69.8K | 0.1% | 67 |
|
|
2020
Q3 | $1.29M | Buy |
+6,232
| New | +$1.24M | 0.11% | 55 |
|
Other funds holding AON
VCM
VPM