Williams Jones Wealth Management’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 | $17.8M | Sell |
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|
2025
Q1 | $28.2M | Sell |
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|
2024
Q4 | $27.2M | Sell |
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|
2024
Q3 | $26.8M | Sell |
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|
2024
Q2 | $23.4M | Sell |
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|
2024
Q1 | $34.6M | Sell |
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|
2023
Q4 | $32.9M | Buy |
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|
2023
Q3 | $35.6M | Sell |
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|
2023
Q2 | $38.5M | Buy |
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|
2023
Q1 | $34.4M | Sell |
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|
2022
Q4 | $33.3M | Buy |
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|
2022
Q3 | $29.5M | Sell |
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|
2022
Q2 | $30.6M | Sell |
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|
2022
Q1 | $39.3M | Sell |
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|
2021
Q4 | $36.5M | Buy |
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|
2021
Q3 | $33.9M | Sell |
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|
2021
Q2 | $40.8M | Buy |
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|
2021
Q1 | $38.7M | Buy |
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|
2020
Q4 | $31.8M | Buy |
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|
2020
Q3 | $29.8M | Buy |
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|
2020
Q2 | $22.7M | Buy |
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|
2020
Q1 | $804K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $278K | Buy |
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