Arrowroot Family Office’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $541K | Buy |
+1,516
| New | +$541K | 0.24% | 78 |
|
2024
Q4 | $519K | Hold |
1,445
| – | – | 0.27% | 77 |
|
2024
Q3 | $500K | Buy |
1,445
+65
| +5% | +$22.5K | 0.29% | 75 |
|
2024
Q2 | $405K | Hold |
1,380
| – | – | 0.26% | 81 |
|
2024
Q1 | $460K | Hold |
1,380
| – | – | 0.3% | 77 |
|
2023
Q4 | $402K | Buy |
1,380
+56
| +4% | +$16.3K | 0.28% | 78 |
|
2023
Q3 | $429K | Hold |
1,324
| – | – | 0.34% | 71 |
|
2023
Q2 | $457K | Sell |
1,324
-103
| -7% | -$35.5K | 0.35% | 73 |
|
2023
Q1 | $450K | Buy |
+1,427
| New | +$450K | 0.38% | 69 |
|