Partners Capital Investment Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,311
| Closed | -$4.78M | – | 183 |
|
|
2024
Q4 | $4.78M | Sell |
13,311
-13,051
| -50% | -$4.69M | 0.13% | 67 |
|
|
2024
Q3 | $9.12M | Sell |
26,362
-1,500
| -5% | -$519K | 0.15% | 71 |
|
|
2024
Q2 | $8.17M | Buy |
27,862
+11,813
| +74% | +$3.46M | 0.14% | 79 |
|
|
2024
Q1 | $5.36M | Sell |
16,049
-16,694
| -51% | -$5.57M | 0.14% | 81 |
|
|
2023
Q4 | $9.53M | Buy |
32,743
+3,624
| +12% | +$1.05M | 0.21% | 77 |
|
|
2023
Q3 | $9.44M | Sell |
29,119
-1,480
| -5% | -$480K | 0.23% | 70 |
|
|
2023
Q2 | $10.6M | Sell |
30,599
-12,563
| -29% | -$4.34M | 0.23% | 75 |
|
|
2023
Q1 | $13.6M | Buy |
43,162
+7,993
| +23% | +$2.52M | 0.58% | 36 |
|
|
2022
Q4 | $10.6M | Buy |
+35,169
| New | +$10.6M | 0.51% | 49 |
|