WPA
West Paces Advisors’s Aon AON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $342K | Hold |
959
| – | – | 0.07% | 110 |
|
2025
Q1 | $383K | Sell |
959
-926
| -49% | -$370K | 0.09% | 100 |
|
2024
Q4 | $677K | Sell |
1,885
-500
| -21% | -$180K | 0.17% | 68 |
|
2024
Q3 | $825K | Sell |
2,385
-7,698
| -76% | -$2.66M | 0.2% | 60 |
|
2024
Q2 | $2.96M | Buy |
10,083
+9,657
| +2,267% | +$2.84M | 0.77% | 20 |
|
2024
Q1 | $142K | Hold |
426
| – | – | 0.04% | 156 |
|
2023
Q4 | $124K | Buy |
426
+45
| +12% | +$13.1K | 0.03% | 158 |
|
2023
Q3 | $124K | Hold |
381
| – | – | 0.04% | 150 |
|
2023
Q2 | $132K | Hold |
381
| – | – | 0.04% | 153 |
|
2023
Q1 | $120K | Hold |
381
| – | – | 0.04% | 159 |
|
2022
Q4 | $114K | Hold |
381
| – | – | 0.04% | 152 |
|
2022
Q3 | $102K | Hold |
381
| – | – | 0.04% | 164 |
|
2022
Q2 | $103K | Sell |
381
-100
| -21% | -$27K | 0.04% | 162 |
|
2022
Q1 | $157K | Hold |
481
| – | – | 0.05% | 138 |
|
2021
Q4 | $145K | Hold |
481
| – | – | 0.05% | 139 |
|
2021
Q3 | $137K | Hold |
481
| – | – | 0.05% | 134 |
|
2021
Q2 | $115K | Hold |
481
| – | – | 0.04% | 131 |
|
2021
Q1 | $111K | Hold |
481
| – | – | 0.04% | 130 |
|
2020
Q4 | $102K | Hold |
481
| – | – | 0.05% | 138 |
|
2020
Q3 | $99.2K | Hold |
481
| – | – | 0.05% | 132 |
|
2020
Q2 | $92.6K | Hold |
481
| – | – | 0.05% | 138 |
|
2020
Q1 | $79.4K | Sell |
481
-32
| -6% | -$5.28K | 0.05% | 141 |
|
2019
Q4 | $107K | Hold |
513
| – | – | 0.06% | 136 |
|
2019
Q3 | $99.3K | Hold |
513
| – | – | 0.06% | 132 |
|
2019
Q2 | $99K | Hold |
513
| – | – | 0.06% | 128 |
|
2019
Q1 | $87.6K | Hold |
513
| – | – | 0.06% | 137 |
|
2018
Q4 | $74.6K | Hold |
513
| – | – | 0.06% | 144 |
|
2018
Q3 | $78.9K | Hold |
513
| – | – | 0.06% | 144 |
|
2018
Q2 | $70.4K | Hold |
513
| – | – | 0.05% | 151 |
|
2018
Q1 | $72K | Hold |
513
| – | – | 0.05% | 145 |
|
2017
Q4 | $68.7K | Hold |
513
| – | – | 0.05% | 160 |
|
2017
Q3 | $74.9K | Hold |
513
| – | – | 0.06% | 150 |
|
2017
Q2 | $68.2K | Hold |
513
| – | – | 0.05% | 151 |
|
2017
Q1 | $60.9K | Hold |
513
| – | – | 0.05% | 161 |
|
2016
Q4 | $57.2K | Buy |
+513
| New | +$57.2K | 0.05% | 173 |
|