Kings Point Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $22.4M | Buy |
68,696
+155
| +0.2% | +$50.5K | 1.95% | 8 |
|
|
2021
Q4 | $20.6M | Sell |
68,541
-261
| -0.4% | -$78.4K | 1.68% | 12 |
|
|
2021
Q3 | $19.7M | Buy |
68,802
+550
| +0.8% | +$157K | 1.75% | 11 |
|
|
2021
Q2 | $16.3M | Buy |
68,252
+1,033
| +2% | +$247K | 1.48% | 16 |
|
|
2021
Q1 | $15.5M | Buy |
67,219
+3,125
| +5% | +$719K | 1.52% | 16 |
|
|
2020
Q4 | $13.5M | Buy |
64,094
+1,828
| +3% | +$386K | 1.44% | 15 |
|
|
2020
Q3 | $12.8M | Buy |
62,266
+2,619
| +4% | +$540K | 1.6% | 14 |
|
|
2020
Q2 | $11.5M | Buy |
59,647
+2,929
| +5% | +$564K | 1.66% | 13 |
|
|
2020
Q1 | $9.36M | Buy |
56,718
+3,996
| +8% | +$660K | 1.65% | 14 |
|
|
2019
Q4 | $11M | Buy |
52,722
+967
| +2% | +$201K | 1.62% | 17 |
|
|
2019
Q3 | $10M | Buy |
51,755
+907
| +2% | +$176K | 1.7% | 15 |
|
|
2019
Q2 | $9.81M | Buy |
50,848
+1,109
| +2% | +$214K | 1.79% | 16 |
|
|
2019
Q1 | $8.49M | Buy |
49,739
+419
| +0.8% | +$71.5K | 1.69% | 18 |
|
|
2018
Q4 | $7.17M | Sell |
49,320
-2,132
| -4% | -$310K | 1.6% | 19 |
|
|
2018
Q3 | $7.91M | Buy |
51,452
+257
| +0.5% | +$39.5K | 1.47% | 22 |
|
|
2018
Q2 | $7.02M | Buy |
51,195
+966
| +2% | +$132K | 1.38% | 24 |
|
|
2018
Q1 | $7.05M | Buy |
50,229
+14,694
| +41% | +$2.06M | 1.42% | 24 |
|
|
2017
Q4 | $4.76M | Buy |
35,535
+1,577
| +5% | +$211K | 1% | 42 |
|
|
2017
Q3 | $4.96M | Buy |
33,958
+1,159
| +4% | +$169K | 1.11% | 37 |
|
|
2017
Q2 | $4.36M | Sell |
32,799
-598
| -2% | -$79.5K | 1.02% | 39 |
|
|
2017
Q1 | $3.96M | Buy |
33,397
+533
| +2% | +$63.3K | 0.93% | 44 |
|
|
2016
Q4 | $3.67M | Sell |
32,864
-154
| -0.5% | -$17.2K | 0.9% | 44 |
|
|
2016
Q3 | $3.71M | Buy |
33,018
+16,028
| +94% | +$1.8M | 0.98% | 39 |
|
|
2016
Q2 | $1.86M | Buy |
+16,990
| New | +$1.86M | 0.48% | 55 |
|
|
2015
Q2 | – | Sell |
-960
| Closed | -$92K | – | 358 |
|
|
2015
Q1 | $92K | Buy |
+960
| New | +$92K | 0.02% | 173 |
|