Biltmore 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 | $5.9M | Sell |
16,549
-301
| -2% | -$107K | 1% | 15 |
|
|
2025
Q1 | $6.72M | Sell |
16,850
-500
| -3% | -$200K | 1.15% | 13 |
|
|
2024
Q4 | $6.23M | Sell |
17,350
-207
| -1% | -$74.3K | 1.05% | 13 |
|
|
2024
Q3 | $6.07M | Buy |
17,557
+72
| +0.4% | +$24.9K | 1.04% | 14 |
|
|
2024
Q2 | $5.13M | Hold |
17,485
| – | – | 0.95% | 15 |
|
|
2024
Q1 | $5.84M | Hold |
17,485
| – | – | 1.15% | 10 |
|
|
2023
Q4 | $5.09M | Hold |
17,485
| – | – | 1.05% | 11 |
|
|
2023
Q3 | $5.67M | Hold |
17,485
| – | – | 1.29% | 9 |
|
|
2023
Q2 | $6.04M | Sell |
17,485
-783
| -4% | -$270K | 1.28% | 10 |
|
|
2023
Q1 | $5.76M | Sell |
18,268
-3,860
| -17% | -$1.22M | 1.21% | 9 |
|
|
2022
Q4 | $6.64M | Hold |
22,128
| – | – | 1.37% | 9 |
|
|
2022
Q3 | $5.93M | Buy |
22,128
+4
| +0% | +$1.07K | 1.36% | 8 |
|
|
2022
Q2 | $5.97M | Hold |
22,124
| – | – | 1.49% | 7 |
|
|
2022
Q1 | $7.2M | Sell |
22,124
-29,050
| -57% | -$9.46M | 1.54% | 8 |
|
|
2021
Q4 | $15.4M | Buy |
+51,174
| New | +$15.4M | 2.93% | 5 |
|