Circle Wealth Management, LLC Aon PLC Transaction History

Circle Wealth Management, LLC

$4.34 Billion
Q2 2024

A detailed history of Circle Wealth Management, LLC transactions in Aon PLC stock. As of the latest transaction made, Circle Wealth Management, LLC holds 4,539 shares of AON stock, worth $1.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,539

Previous 12,233 62.9%

Holding current value

$1.58 Million

Previous $4.08 Million 67.37%

% of portfolio

0.03%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$275.82 - $329.64 $2.12 Million - $2.54 Million	-7,694 Reduced 62.9%	4,539 $1.33 Million
Q1 2024 May 14, 2024	BUY	$288.02 - $333.79 $131,625 - $152,542	457 Added 3.88%	12,233 $4.08 Million
Q4 2023 Feb 14, 2024	SELL	$288.19 - $335.32 $3.66 Million - $4.26 Million	-12,710 Reduced 51.91%	11,776 $3.43 Million
Q3 2023 Nov 14, 2023	SELL	$314.14 - $343.21 $4.24 Million - $4.63 Million	-13,485 Reduced 35.51%	24,486 $7.94 Million
Q1 2023 May 09, 2023	SELL	$285.85 - $325.99 $4,001 - $4,563	-14 Reduced 0.04%	37,971 $12 Million
Q4 2022 Feb 13, 2023	SELL	$270.81 - $310.02 $131,884 - $150,979	-487 Reduced 1.27%	37,985 $11.4 Million
Q3 2022 Nov 14, 2022	SELL	$267.1 - $302.57 $54,755 - $62,026	-205 Reduced 0.53%	38,472 $10.3 Million
Q2 2022 Aug 12, 2022	BUY	$248.5 - $333.61 $8.88 Million - $11.9 Million	35,736 Added 1215.1%	38,677 $10.4 Million
Q4 2021 Feb 14, 2022	SELL	$285.28 - $321.08 $212,818 - $239,525	-746 Reduced 20.23%	2,941 $884,000
Q2 2021 Aug 16, 2021	SELL	$229.52 - $258.52 $26,165 - $29,471	-114 Reduced 3.0%	3,687 $880,000
Q1 2021 May 17, 2021	SELL	$202.13 - $233.7 $9.12 Million - $10.5 Million	-45,126 Reduced 92.23%	3,801 $875,000
Q4 2020 Feb 18, 2021	SELL	$179.96 - $214.52 $184,818 - $220,312	-1,027 Reduced 2.06%	48,927 $10.3 Million
Q3 2020 Nov 16, 2020	SELL	$190.17 - $209.73 $174,385 - $192,322	-917 Reduced 1.8%	49,954 $10.3 Million
Q2 2020 Aug 14, 2020	BUY	$153.68 - $200.2 $7.82 Million - $10.2 Million	50,871 New	50,871 $9.8 Million

Others Institutions Holding AON

# of Institutions

1,208

Shares Held

187M

Call Options Held

500K

Put Options Held

871K

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $72.1B
Description
Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, an...

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Circle Wealth Management, LLC Aon PLC Transaction History