A detailed history of Heritage Wealth Management, LLC transactions in Aon PLC stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,481 shares of AON stock, worth $944,045. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,481
Previous 2,753 9.88%
Holding current value
$944,045
Previous $918,000 20.7%
% of portfolio
0.41%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$275.82 - $329.64 $75,023 - $89,662
-272 Reduced 9.88%
2,481 $728,000
Q1 2024

Apr 25, 2024

BUY
$288.02 - $333.79 $4,896 - $5,674
17 Added 0.62%
2,753 $918,000
Q4 2023

Feb 06, 2024

SELL
$288.19 - $335.32 $1.34 Million - $1.56 Million
-4,645 Reduced 62.93%
2,736 $796,000
Q4 2022

Feb 13, 2023

BUY
$270.81 - $310.02 $1.16 Million - $1.33 Million
4,300 Added 139.57%
7,381 $2.22 Million
Q3 2022

Nov 14, 2022

BUY
$267.1 - $302.57 $37,126 - $42,057
139 Added 4.72%
3,081 $825,000
Q2 2022

Aug 15, 2022

BUY
$248.5 - $333.61 $89,211 - $119,765
359 Added 13.9%
2,942 $0
Q1 2022

Aug 15, 2022

BUY
$261.88 - $326.39 $676,436 - $843,065
2,583 New
2,583 $841,000
Q2 2021

Aug 11, 2021

SELL
$229.52 - $258.52 $14,689 - $16,545
-64 Closed
0 $0
Q1 2021

Jul 16, 2021

BUY
$202.13 - $233.7 $12,936 - $14,956
64 New
64 $15,000

Others Institutions Holding AON

About Aon plc


  • Ticker AON
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 206,852,992
  • Market Cap $78.7B
  • 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...
More about AON
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