BOK Financial Private Wealth’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$1.44K	–	481
2024 Q4	$1.44K	Buy	+4	New	+$1.44K	﹤0.01%	470
2022 Q2	–	Sell	-1,015	Closed	-$331K	–	375
2022 Q1	$331K	Buy	1,015 +348	+52%	+$113K	0.02%	220
2021 Q4	$200K	Buy	+667	New	+$200K	0.01%	297