WP
WMS Partners’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-697
| Closed | -$250K | – | 16 |
|
|
2024
Q4 | $250K | Sell |
697
-24
| -3% | -$8.62K | 0.01% | 261 |
|
|
2024
Q3 | $249K | Sell |
721
-379
| -34% | -$131K | 0.01% | 249 |
|
|
2024
Q2 | $323K | Sell |
1,100
-67
| -6% | -$19.7K | 0.02% | 191 |
|
|
2024
Q1 | $389K | Buy |
1,167
+138
| +13% | +$46.1K | 0.03% | 190 |
|
|
2023
Q4 | $299K | Sell |
1,029
-818
| -44% | -$238K | 0.02% | 209 |
|
|
2023
Q3 | $599K | Sell |
1,847
-26
| -1% | -$8.43K | 0.05% | 133 |
|
|
2023
Q2 | $647K | Buy |
1,873
+1
| +0.1% | +$345 | 0.05% | 133 |
|
|
2023
Q1 | $590K | Hold |
1,872
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $562K | Buy |
1,872
+25
| +1% | +$7.5K | 0.06% | 141 |
|
|
2022
Q3 | $495K | Buy |
1,847
+17
| +0.9% | +$4.56K | 0.07% | 137 |
|
|
2022
Q2 | $494K | Buy |
1,830
+720
| +65% | +$194K | 0.08% | 137 |
|
|
2022
Q1 | $361K | Buy |
+1,110
| New | +$361K | 0.05% | 167 |
|
|
2021
Q4 | – | Sell |
-1,085
| Closed | -$310K | – | 224 |
|
|
2021
Q3 | $310K | Buy |
1,085
+5
| +0.5% | +$1.43K | 0.05% | 209 |
|
|
2021
Q2 | $258K | Buy |
+1,080
| New | +$258K | 0.04% | 218 |
|
|
2021
Q1 | – | Sell |
-1,249
| Closed | -$264K | – | 230 |
|
|
2020
Q4 | $264K | Buy |
+1,249
| New | +$264K | 0.05% | 200 |
|