Live Oak Private 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 | $7.78M | Buy |
21,797
+521
| +2% | +$186K | 1.16% | 33 |
|
|
2025
Q1 | $8.49M | Buy |
21,276
+140
| +0.7% | +$55.9K | 1.38% | 28 |
|
|
2024
Q4 | $7.59M | Sell |
21,136
-409
| -2% | -$147K | 1.28% | 28 |
|
|
2024
Q3 | $7.45M | Sell |
21,545
-70
| -0.3% | -$24.2K | 1.21% | 31 |
|
|
2024
Q2 | $6.35M | Buy |
21,615
+334
| +2% | +$98.1K | 1.09% | 33 |
|
|
2024
Q1 | $7.1M | Sell |
21,281
-223
| -1% | -$74.4K | 1.23% | 28 |
|
|
2023
Q4 | $6.26M | Sell |
21,504
-272
| -1% | -$79.2K | 1.18% | 37 |
|
|
2023
Q3 | $7.06M | Buy |
21,776
+21
| +0.1% | +$6.81K | 1.5% | 27 |
|
|
2023
Q2 | $7.51M | Sell |
21,755
-607
| -3% | -$210K | 1.49% | 26 |
|
|
2023
Q1 | $7.05M | Sell |
22,362
-121
| -0.5% | -$38.2K | 1.46% | 29 |
|
|
2022
Q4 | $6.75M | Sell |
22,483
-276
| -1% | -$82.8K | 1.4% | 31 |
|
|
2022
Q3 | $6.1M | Buy |
22,759
+596
| +3% | +$160K | 1.37% | 27 |
|
|
2022
Q2 | $5.98M | Buy |
22,163
+1,998
| +10% | +$539K | 1.26% | 30 |
|
|
2022
Q1 | $6.57M | Buy |
20,165
+1,159
| +6% | +$377K | 1.27% | 29 |
|
|
2021
Q4 | $5.71M | Buy |
19,006
+267
| +1% | +$80.2K | 1.07% | 39 |
|
|
2021
Q3 | $5.36M | Buy |
18,739
+1,228
| +7% | +$351K | 1.09% | 40 |
|
|
2021
Q2 | $4.18M | Buy |
17,511
+4,896
| +39% | +$1.17M | 0.92% | 48 |
|
|
2021
Q1 | $2.9M | Buy |
12,615
+2,611
| +26% | +$601K | 0.71% | 52 |
|
|
2020
Q4 | $2.11M | Buy |
10,004
+568
| +6% | +$120K | 0.59% | 53 |
|
|
2020
Q3 | $1.95M | Sell |
9,436
-1,167
| -11% | -$241K | 0.67% | 49 |
|
|
2020
Q2 | $2.04M | Buy |
10,603
+426
| +4% | +$82K | 0.74% | 48 |
|
|
2020
Q1 | $1.68M | Buy |
10,177
+788
| +8% | +$130K | 1.72% | 21 |
|
|
2019
Q4 | $1.96M | Buy |
+9,389
| New | +$1.96M | 1.9% | 21 |
|