Belpointe Asset Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
2,839
-940
| -25% | -$335K | 0.04% | 352 |
|
|
2025
Q1 | $1.51M | Buy |
3,779
+2,813
| +291% | +$1.12M | 0.08% | 242 |
|
|
2024
Q4 | $332K | Sell |
966
-46
| -5% | -$15.8K | 0.02% | 623 |
|
|
2024
Q3 | $350K | Buy |
1,012
+185
| +22% | +$64K | 0.02% | 613 |
|
|
2024
Q2 | $243K | Buy |
827
+104
| +14% | +$30.5K | 0.02% | 661 |
|
|
2024
Q1 | $241K | Sell |
723
-233
| -24% | -$77.8K | 0.02% | 682 |
|
|
2023
Q4 | $278K | Buy |
956
+72
| +8% | +$21K | 0.02% | 545 |
|
|
2023
Q3 | $287K | Buy |
+884
| New | +$287K | 0.03% | 489 |
|
|
2023
Q2 | – | Sell |
-1,912
| Closed | -$603K | – | 731 |
|
|
2023
Q1 | $603K | Sell |
1,912
-918
| -32% | -$289K | 0.03% | 486 |
|
|
2022
Q4 | $850K | Buy |
2,830
+353
| +14% | +$106K | 0.05% | 364 |
|
|
2022
Q3 | $664K | Buy |
2,477
+1,029
| +71% | +$276K | 0.04% | 408 |
|
|
2022
Q2 | $390K | Buy |
1,448
+213
| +17% | +$57.4K | 0.03% | 588 |
|
|
2022
Q1 | $402K | Sell |
1,235
-43
| -3% | -$14K | 0.02% | 611 |
|
|
2021
Q4 | $384K | Sell |
1,278
-35
| -3% | -$10.5K | 0.02% | 613 |
|
|
2021
Q3 | $375K | Sell |
1,313
-396
| -23% | -$113K | 0.03% | 602 |
|
|
2021
Q2 | $408K | Buy |
1,709
+35
| +2% | +$8.36K | 0.03% | 563 |
|
|
2021
Q1 | $385K | Buy |
1,674
+2
| +0.1% | +$460 | 0.03% | 513 |
|
|
2020
Q4 | $353K | Buy |
1,672
+12
| +0.7% | +$2.53K | 0.03% | 506 |
|
|
2020
Q3 | $343K | Buy |
1,660
+763
| +85% | +$158K | 0.04% | 399 |
|
|
2020
Q2 | $173K | Buy |
897
+53
| +6% | +$10.2K | 0.02% | 564 |
|
|
2020
Q1 | $139K | Buy |
844
+236
| +39% | +$38.9K | 0.02% | 519 |
|
|
2019
Q4 | $126K | Buy |
608
+89
| +17% | +$18.4K | 0.02% | 695 |
|
|
2019
Q3 | $100K | Hold |
519
| – | – | 0.02% | 667 |
|
|
2019
Q2 | $100K | Sell |
519
-522
| -50% | -$101K | 0.02% | 602 |
|
|
2019
Q1 | $178K | Buy |
1,041
+13
| +1% | +$2.22K | 0.03% | 325 |
|
|
2018
Q4 | $149K | Sell |
1,028
-16
| -2% | -$2.32K | 0.04% | 394 |
|
|
2018
Q3 | $161K | Buy |
+1,044
| New | +$161K | 0.03% | 509 |
|