Axxcess Wealth Management’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,593
| Closed | -$423K | – | 845 |
|
|
2024
Q4 | $423K | Buy |
3,593
+241
| +7% | +$28.4K | 0.01% | 586 |
|
|
2024
Q3 | $361K | Buy |
+3,352
| New | +$361K | 0.01% | 635 |
|
|
2023
Q3 | – | Sell |
-3,219
| Closed | -$203K | – | 800 |
|
|
2023
Q2 | $203K | Buy |
+3,219
| New | +$203K | 0.01% | 548 |
|