Oak Thistle LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,768
| Closed | -$3.1M | – | 457 |
|
2025
Q1 | $3.1M | Buy |
+7,768
| New | +$3.1M | 0.62% | 29 |
|
2024
Q3 | – | Sell |
-1,767
| Closed | -$519K | – | 401 |
|
2024
Q2 | $519K | Buy |
+1,767
| New | +$519K | 0.39% | 99 |
|
2024
Q1 | – | Sell |
-11,006
| Closed | -$3.2M | – | 302 |
|
2023
Q4 | $3.2M | Buy |
+11,006
| New | +$3.2M | 0.92% | 1 |
|