Gilbert & Cook’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-660
| Closed | -$220K | – | 213 |
|
|
2024
Q1 | $220K | Buy |
+660
| New | +$220K | 0.03% | 209 |
|
|
2023
Q4 | – | Sell |
-645
| Closed | -$209K | – | 219 |
|
|
2023
Q3 | $209K | Buy |
645
+52
| +9% | +$16.9K | 0.03% | 208 |
|
|
2023
Q2 | $205K | Buy |
+593
| New | +$205K | 0.03% | 214 |
|
|
2020
Q3 | – | Sell |
-1,374
| Closed | -$265K | – | 158 |
|
|
2020
Q2 | $265K | Buy |
+1,374
| New | +$265K | 0.07% | 109 |
|
|
2018
Q2 | – | Sell |
-1,655
| Closed | -$232K | – | 96 |
|
|
2018
Q1 | $232K | Sell |
1,655
-36
| -2% | -$5.05K | 0.08% | 79 |
|
|
2017
Q4 | $227K | Sell |
1,691
-23
| -1% | -$3.09K | 0.08% | 79 |
|
|
2017
Q3 | $250K | Sell |
1,714
-2,506
| -59% | -$366K | 0.09% | 70 |
|
|
2017
Q2 | $561K | Buy |
4,220
+2,059
| +95% | +$274K | 0.2% | 47 |
|
|
2017
Q1 | $256K | Buy |
2,161
+126
| +6% | +$14.9K | 0.11% | 64 |
|
|
2016
Q4 | $227K | Buy |
+2,035
| New | +$227K | 0.1% | 68 |
|