Annis Gardner Whiting Capital Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
736
+58
| +9% | +$20.7K | 0.09% | 188 |
|
|
2025
Q1 | $271K | Buy |
678
+165
| +32% | +$65.9K | 0.11% | 160 |
|
|
2024
Q4 | $184K | Buy |
513
+6
| +1% | +$2.16K | 0.05% | 209 |
|
|
2024
Q3 | $175K | Sell |
507
-29
| -5% | -$10K | 0.05% | 222 |
|
|
2024
Q2 | $157K | Sell |
536
-17
| -3% | -$4.99K | 0.04% | 239 |
|
|
2024
Q1 | $185K | Buy |
553
+31
| +6% | +$10.3K | 0.07% | 194 |
|
|
2023
Q4 | $152K | Sell |
522
-4
| -0.8% | -$1.16K | 0.07% | 180 |
|
|
2023
Q3 | $171K | Buy |
+526
| New | +$171K | 0.09% | 154 |
|