Laffer Tengler Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$5.53K | – | 415 |
|
|
2023
Q4 | $5.53K | Buy |
+19
| New | +$5.53K | ﹤0.01% | 308 |
|
|
2018
Q1 | – | Sell |
-16,520
| Closed | -$2.21M | – | 196 |
|
|
2017
Q4 | $2.21M | Hold |
16,520
| – | – | 0.55% | 71 |
|
|
2017
Q3 | $2.41M | Sell |
16,520
-1,230
| -7% | -$180K | 0.64% | 45 |
|
|
2017
Q2 | $2.36M | Hold |
17,750
| – | – | 0.6% | 50 |
|
|
2017
Q1 | $2.11M | Hold |
17,750
| – | – | 0.55% | 65 |
|
|
2016
Q4 | $1.98M | Buy |
+17,750
| New | +$1.98M | 0.53% | 58 |
|
|
2016
Q2 | – | Sell |
-19,393
| Closed | -$2.03M | – | 209 |
|
|
2016
Q1 | $2.03M | Buy |
+19,393
| New | +$2.03M | 0.55% | 64 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1.72B | – | 83 |
|
|
2015
Q3 | – | Sell |
-19,393
| Closed | -$1.93M | – | 80 |
|
|
2015
Q2 | $1.93M | Buy |
+19,393
| New | +$1.93M | 0.47% | 66 |
|