Arcus Capital Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,171
| Closed | -$380K | – | 111 |
|
|
2023
Q3 | $380K | Buy |
1,171
+31
| +3% | +$10K | 0.12% | 76 |
|
|
2023
Q2 | $393K | Hold |
1,140
| – | – | 0.12% | 75 |
|
|
2023
Q1 | $359K | Hold |
1,140
| – | – | 0.12% | 77 |
|
|
2022
Q4 | $342K | Buy |
+1,140
| New | +$342K | 0.14% | 69 |
|
|
2020
Q1 | – | Sell |
-1,268
| Closed | -$264K | – | 89 |
|
|
2019
Q4 | $264K | Buy |
+1,268
| New | +$264K | 0.09% | 80 |
|
|
2017
Q4 | – | Sell |
-17,079
| Closed | -$2.5M | – | 113 |
|
|
2017
Q3 | $2.5M | Buy |
+17,079
| New | +$2.5M | 1.3% | 14 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$11K | – | 65 |
|
|
2015
Q4 | $11K | Buy |
+115
| New | +$11K | 0.01% | 83 |
|