Intellectus Partners’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 |
2,843
-9
| -0.3% | -$3.21K | 0.22% | 123 |
|
|
2025
Q1 | $1.14M | Buy |
2,852
+1,870
| +190% | +$746K | 0.28% | 102 |
|
|
2024
Q4 | $353K | Sell |
982
-10
| -1% | -$3.59K | 0.08% | 210 |
|
|
2024
Q3 | $343K | Buy |
992
+31
| +3% | +$10.7K | 0.09% | 206 |
|
|
2024
Q2 | $282K | Buy |
+961
| New | +$282K | 0.08% | 217 |
|
|
2020
Q1 | – | Sell |
-2,564
| Closed | -$534K | – | 197 |
|
|
2019
Q4 | $534K | Hold |
2,564
| – | – | 0.22% | 143 |
|
|
2019
Q3 | $496K | Sell |
2,564
-307
| -11% | -$59.4K | 0.22% | 138 |
|
|
2019
Q2 | $554K | Sell |
2,871
-102
| -3% | -$19.7K | 0.24% | 127 |
|
|
2019
Q1 | $507K | Hold |
2,973
| – | – | 0.22% | 119 |
|
|
2018
Q4 | $432K | Buy |
2,973
+34
| +1% | +$4.94K | 0.3% | 80 |
|
|
2018
Q3 | $452K | Sell |
2,939
-130
| -4% | -$20K | 0.16% | 152 |
|
|
2018
Q2 | $421K | Sell |
3,069
-549
| -15% | -$75.3K | 0.15% | 153 |
|
|
2018
Q1 | $508K | Sell |
3,618
-597
| -14% | -$83.8K | 0.17% | 139 |
|
|
2017
Q4 | $565K | Sell |
4,215
-53
| -1% | -$7.1K | 0.21% | 120 |
|
|
2017
Q3 | $624K | Buy |
4,268
+2
| +0% | +$292 | 0.26% | 96 |
|
|
2017
Q2 | $567K | Sell |
4,266
-12
| -0.3% | -$1.6K | 0.26% | 92 |
|
|
2017
Q1 | $508K | Sell |
4,278
-222
| -5% | -$26.4K | 0.26% | 102 |
|
|
2016
Q4 | $502K | Buy |
+4,500
| New | +$502K | 0.26% | 100 |
|