Running Oak Capital’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5.48M | Sell |
22,937
-2,161
| -9% | -$516K | 3.04% | 24 |
|
|
2021
Q1 | $5.78M | Buy |
25,098
+1,692
| +7% | +$389K | 1.76% | 26 |
|
|
2020
Q4 | $4.95M | Sell |
23,406
-621
| -3% | -$131K | 1.65% | 38 |
|
|
2020
Q3 | $4.96M | Buy |
24,027
+1,397
| +6% | +$288K | 1.81% | 18 |
|
|
2020
Q2 | $4.36M | Sell |
22,630
-2,539
| -10% | -$489K | 1.72% | 35 |
|
|
2020
Q1 | $4.15M | Sell |
25,169
-769
| -3% | -$127K | 1.8% | 31 |
|
|
2019
Q4 | $5.4M | Buy |
+25,938
| New | +$5.4M | 1.84% | 9 |
|