Shelton Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
1,196
-14
| -1% | -$5K | 0.01% | 379 |
|
|
2025
Q1 | $483K | Sell |
1,210
-20
| -2% | -$7.98K | 0.01% | 339 |
|
|
2024
Q4 | $442K | Buy |
1,230
+46
| +4% | +$16.5K | 0.01% | 378 |
|
|
2024
Q3 | $410K | Sell |
1,184
-16,300
| -93% | -$5.64M | 0.01% | 394 |
|
|
2024
Q2 | $5.13M | Hold |
17,484
| – | – | 0.14% | 145 |
|
|
2024
Q1 | $5.83M | Hold |
17,484
| – | – | 0.17% | 136 |
|
|
2023
Q4 | $5.09M | Buy |
17,484
+1,119
| +7% | +$326K | 0.16% | 150 |
|
|
2023
Q3 | $5.31M | Sell |
16,365
-1,200
| -7% | -$389K | 0.19% | 129 |
|
|
2023
Q2 | $6.06M | Sell |
17,565
-516
| -3% | -$178K | 0.22% | 107 |
|
|
2023
Q1 | $5.7M | Buy |
18,081
+14,081
| +352% | +$4.44M | 0.24% | 97 |
|
|
2022
Q4 | $1.2M | Buy |
4,000
+2,660
| +199% | +$798K | 0.13% | 191 |
|
|
2022
Q3 | $359K | Sell |
1,340
-92
| -6% | -$24.6K | 0.02% | 376 |
|
|
2022
Q2 | $386K | Hold |
1,432
| – | – | 0.02% | 373 |
|
|
2022
Q1 | $466K | Hold |
1,432
| – | – | 0.02% | 367 |
|
|
2021
Q4 | $430K | Sell |
1,432
-49
| -3% | -$14.7K | 0.02% | 411 |
|
|
2021
Q3 | $423K | Hold |
1,481
| – | – | 0.02% | 400 |
|
|
2021
Q2 | $354K | Hold |
1,481
| – | – | 0.01% | 496 |
|
|
2021
Q1 | $341K | Sell |
1,481
-48
| -3% | -$11.1K | 0.01% | 502 |
|
|
2020
Q4 | $323K | Sell |
1,529
-81
| -5% | -$17.1K | 0.01% | 461 |
|
|
2020
Q3 | $332K | Hold |
1,610
| – | – | 0.01% | 515 |
|
|
2020
Q2 | $310K | Sell |
1,610
-55
| -3% | -$10.6K | 0.02% | 425 |
|
|
2020
Q1 | $275K | Hold |
1,665
| – | – | 0.02% | 418 |
|
|
2019
Q4 | $347K | Sell |
1,665
-375
| -18% | -$78.2K | 0.02% | 464 |
|
|
2019
Q3 | $395K | Hold |
2,040
| – | – | 0.02% | 415 |
|
|
2019
Q2 | $394K | Buy |
2,040
+1,692
| +486% | +$327K | 0.02% | 420 |
|
|
2019
Q1 | $2.04K | Sell |
348
-1,692
| -83% | -$9.92K | 0.01% | 782 |
|
|
2018
Q4 | $297K | Hold |
2,040
| – | – | 0.02% | 481 |
|
|
2018
Q3 | $314K | Hold |
2,040
| – | – | 0.02% | 558 |
|
|
2018
Q2 | $280K | Hold |
2,040
| – | – | 0.02% | 605 |
|
|
2018
Q1 | $286K | Hold |
2,040
| – | – | 0.02% | 571 |
|
|
2017
Q4 | $273K | Hold |
2,040
| – | – | 0.02% | 622 |
|
|
2017
Q3 | $298K | Sell |
2,040
-322
| -14% | -$47K | 0.02% | 561 |
|
|
2017
Q2 | $314K | Hold |
2,362
| – | – | 0.02% | 542 |
|
|
2017
Q1 | $280K | Hold |
2,362
| – | – | 0.02% | 604 |
|
|
2016
Q4 | $263K | Hold |
2,362
| – | – | 0.02% | 682 |
|
|
2016
Q3 | $266K | Sell |
2,362
-208
| -8% | -$23.4K | 0.02% | 616 |
|
|
2016
Q2 | $281K | Sell |
2,570
-492
| -16% | -$53.8K | 0.02% | 575 |
|
|
2016
Q1 | $320K | Sell |
3,062
-700
| -19% | -$73.2K | 0.03% | 525 |
|
|
2015
Q4 | $347K | Buy |
3,762
+600
| +19% | +$55.3K | 0.03% | 470 |
|
|
2015
Q3 | $280K | Buy |
3,162
+600
| +23% | +$53.1K | 0.03% | 561 |
|
|
2015
Q2 | $255K | Sell |
2,562
-400
| -14% | -$39.8K | 0.03% | 641 |
|
|
2015
Q1 | $285K | Buy |
2,962
+600
| +25% | +$57.7K | 0.03% | 610 |
|
|
2014
Q4 | $224K | Hold |
2,362
| – | – | 0.03% | 710 |
|
|
2014
Q3 | $207K | Hold |
2,362
| – | – | 0.03% | 714 |
|
|
2014
Q2 | $213K | Buy |
+2,362
| New | +$213K | 0.03% | 727 |
|
|
2014
Q1 | – | Sell |
-2,462
| Closed | -$207K | – | 765 |
|
|
2013
Q4 | $207K | Sell |
2,462
-3,500
| -59% | -$294K | 0.03% | 695 |
|
|
2013
Q3 | $444K | Sell |
5,962
-1,900
| -24% | -$141K | 0.07% | 329 |
|
|
2013
Q2 | $506K | Buy |
+7,862
| New | +$506K | 0.09% | 251 |
|