Linscomb Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
912
-849
| -48% | -$303K | 0.02% | 259 |
|
|
2025
Q1 | $703K | Buy |
1,761
+206
| +13% | +$82.2K | 0.04% | 199 |
|
|
2024
Q4 | $558K | Buy |
+1,555
| New | +$558K | 0.03% | 217 |
|
|
2021
Q2 | – | Sell |
-930
| Closed | -$214K | – | 332 |
|
|
2021
Q1 | $214K | Sell |
930
-105
| -10% | -$24.2K | 0.01% | 310 |
|
|
2020
Q4 | $219K | Sell |
1,035
-156
| -13% | -$33K | 0.01% | 291 |
|
|
2020
Q3 | $246K | Sell |
1,191
-707
| -37% | -$146K | 0.02% | 256 |
|
|
2020
Q2 | $366K | Sell |
1,898
-4,097
| -68% | -$790K | 0.03% | 221 |
|
|
2020
Q1 | $989K | Sell |
5,995
-2,040
| -25% | -$337K | 0.09% | 138 |
|
|
2019
Q4 | $1.67M | Buy |
+8,035
| New | +$1.67M | 0.11% | 126 |
|
|
2017
Q1 | – | Sell |
-1,980
| Closed | -$221K | – | 249 |
|
|
2016
Q4 | $221K | Buy |
+1,980
| New | +$221K | 0.02% | 243 |
|
|
2016
Q1 | – | Sell |
-15,891
| Closed | -$1.47M | – | 254 |
|
|
2015
Q4 | $1.47M | Hold |
15,891
| – | – | 0.17% | 83 |
|
|
2015
Q3 | $1.41M | Hold |
15,891
| – | – | 0.17% | 81 |
|
|
2015
Q2 | $1.58M | Hold |
15,891
| – | – | 0.17% | 84 |
|
|
2015
Q1 | $1.53M | Hold |
15,891
| – | – | 0.16% | 90 |
|
|
2014
Q4 | $1.51M | Hold |
15,891
| – | – | 0.17% | 90 |
|
|
2014
Q3 | $1.39M | Hold |
15,891
| – | – | 0.15% | 96 |
|
|
2014
Q2 | $1.43M | Hold |
15,891
| – | – | 0.15% | 93 |
|
|
2014
Q1 | $1.34M | Buy |
+15,891
| New | +$1.34M | 0.15% | 93 |
|