WMS Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $590K | Hold |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $264K | Buy |
|