Ascent Wealth Partners’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
27,581
-2,787
| -9% | -$205K | 0.25% | 81 |
|
|
2025
Q1 | $2.37M | Buy |
30,368
+487
| +2% | +$38K | 0.32% | 68 |
|
|
2024
Q4 | $3.52M | Buy |
29,881
+113
| +0.4% | +$13.3K | 0.47% | 52 |
|
|
2024
Q3 | $3.21M | Buy |
29,768
+13,076
| +78% | +$1.41M | 0.45% | 54 |
|
|
2024
Q2 | $1.46M | Buy |
16,692
+178
| +1% | +$15.5K | 0.21% | 93 |
|
|
2024
Q1 | $1.41M | Buy |
16,514
+995
| +6% | +$85K | 0.21% | 93 |
|
|
2023
Q4 | $1.15M | Buy |
15,519
+4
| +0% | +$295 | 0.19% | 93 |
|
|
2023
Q3 | $882K | Buy |
+15,515
| New | +$882K | 0.16% | 105 |
|