George Kaiser Family Foundation’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 |
-7,537
| Closed | -$2.44M | – | 24 |
|
|
2023
Q3 | $2.44M | Hold |
7,537
| – | – | 0.46% | 23 |
|
|
2023
Q2 | $2.6M | Sell |
7,537
-1,393
| -16% | -$481K | 0.44% | 26 |
|
|
2023
Q1 | $2.82M | Hold |
8,930
| – | – | 0.45% | 25 |
|
|
2022
Q4 | $2.68M | Hold |
8,930
| – | – | 0.4% | 21 |
|
|
2022
Q3 | $2.39M | Hold |
8,930
| – | – | 0.42% | 18 |
|
|
2022
Q2 | $2.41M | Hold |
8,930
| – | – | 0.43% | 20 |
|
|
2022
Q1 | $2.91M | Buy |
8,930
+2,327
| +35% | +$758K | 0.47% | 21 |
|
|
2021
Q4 | $1.99M | Hold |
6,603
| – | – | 0.28% | 34 |
|
|
2021
Q3 | $1.89M | Hold |
6,603
| – | – | 0.31% | 34 |
|
|
2021
Q2 | $1.58M | Hold |
6,603
| – | – | 0.25% | 35 |
|
|
2021
Q1 | $1.52M | Buy |
+6,603
| New | +$1.52M | 0.32% | 36 |
|