David Katz - Matrix Asset Advisors Inc
Holding/activity history for Aon Plc (AON)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 648 | 0.02 | $322.78 | $209,161 | SEC | ||
| 2025 Q4 | 648 | 0.02 | $352.88 | $228,666 | SEC | ||
| 2025 Q3 | 648 | 0.02 | $356.58 | $231,064 | SEC | ||
| 2025 Q2 | 648 | 0.02 | $356.76 | $231,180 | SEC | ||
| 2025 Q1 | 648 | 0.03 | Reduce 6.22% | <0.01 | $399.09 | $258,610 | SEC |
| 2024 Q4 | 691 | 0.03 | Buy | 0.03 | $359.16 | $248,180 | SEC |
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | SEC | ||
| 2024 Q2 | 691 | 0.02 | Buy | 0.02 | $293.78 | $203,000 | SEC |