Stokes Family Office’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,662
| Closed | -$539K | – | 231 |
|
|
2023
Q3 | $539K | Buy |
1,662
+118
| +8% | +$38.3K | 0.06% | 179 |
|
|
2023
Q2 | $533K | Sell |
1,544
-324
| -17% | -$112K | 0.06% | 168 |
|
|
2023
Q1 | $589K | Buy |
1,868
+825
| +79% | +$260K | 0.07% | 156 |
|
|
2022
Q4 | $313K | Buy |
+1,043
| New | +$313K | 0.04% | 213 |
|