Wilbanks Smith & Thomas Asset Management’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 |
-1,294
| Closed | -$420K | – | 519 |
|
|
2023
Q3 | $420K | Buy |
1,294
+42
| +3% | +$13.6K | 0.01% | 339 |
|
|
2023
Q2 | $432K | Sell |
1,252
-157
| -11% | -$54.2K | 0.01% | 348 |
|
|
2023
Q1 | $444K | Sell |
1,409
-1
| -0.1% | -$315 | 0.02% | 327 |
|
|
2022
Q4 | $423K | Buy |
+1,410
| New | +$423K | 0.02% | 332 |
|
|
2018
Q4 | – | Sell |
-53
| Closed | -$8K | – | 394 |
|
|
2018
Q3 | $8K | Buy |
+53
| New | +$8K | ﹤0.01% | 1091 |
|