Westbourne Investment Advisors’s Aon AON Stock Holding History

Westbourne Investment Advisors’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Hold	900	–	–	0.1%	89
2025 Q1	$359K	Hold	900	–	–	0.13%	66
2024 Q4	$323K	Hold	900	–	–	0.11%	71
2024 Q3	$311K	Hold	900	–	–	0.11%	74
2024 Q2	$264K	Hold	900	–	–	0.1%	77
2024 Q1	$300K	Hold	900	–	–	0.11%	79
2023 Q4	$262K	Hold	900	–	–	0.1%	78
2023 Q3	$292K	Hold	900	–	–	0.13%	74
2023 Q2	$311K	Hold	900	–	–	0.14%	77
2023 Q1	$284K	Hold	900	–	–	0.14%	80
2022 Q4	$270K	Hold	900	–	–	0.14%	79
2022 Q3	$241K	Hold	900	–	–	0.13%	83
2022 Q2	$243K	Sell	900 -235	-21%	-$63.5K	0.15%	73
2022 Q1	$370K	Hold	1,135	–	–	0.15%	75
2021 Q4	$341K	Sell	1,135 -100	-8%	-$30K	0.13%	76
2021 Q3	$353K	Sell	1,235 -100	-7%	-$28.6K	0.16%	68
2021 Q2	$319K	Sell	1,335 -115	-8%	-$27.5K	0.14%	69
2021 Q1	$334K	Buy	+1,450	New	+$334K	0.17%	67
2020 Q2	–	Sell	-1,725	Closed	-$285K	–	52
2020 Q1	$285K	Hold	1,725	–	–	0.26%	69
2019 Q4	$359K	Sell	1,725 -435	-20%	-$90.5K	0.24%	75
2019 Q3	$418K	Sell	2,160 -700	-24%	-$135K	0.31%	69
2019 Q2	$552K	Sell	2,860 -20	-0.7%	-$3.86K	0.45%	56
2019 Q1	$492K	Buy	2,880 +75	+3%	+$12.8K	0.38%	62
2018 Q4	$408K	Hold	2,805	–	–	0.35%	66
2018 Q3	$431K	Hold	2,805	–	–	0.31%	69
2018 Q2	$385K	Hold	2,805	–	–	0.33%	68
2018 Q1	$394K	Hold	2,805	–	–	0.32%	74
2017 Q4	$376K	Hold	2,805	–	–	0.29%	81
2017 Q3	$410K	Hold	2,805	–	–	0.32%	71
2017 Q2	$373K	Sell	2,805 -65	-2%	-$8.64K	0.3%	74
2017 Q1	$341K	Sell	2,870 -825	-22%	-$98K	0.28%	79
2016 Q4	$412K	Sell	3,695 -100	-3%	-$11.2K	0.36%	69
2016 Q3	$427K	Sell	3,795 -150	-4%	-$16.9K	0.38%	70
2016 Q2	$431K	Hold	3,945	–	–	0.39%	73
2016 Q1	$412K	Sell	3,945 -300	-7%	-$31.3K	0.39%	70
2015 Q4	$391K	Buy	4,245 +1,400	+49%	+$129K	0.38%	70
2015 Q3	$252K	Hold	2,845	–	–	0.25%	91
2015 Q2	$284K	Buy	+2,845	New	+$284K	0.26%	90