Baker Tilly Wealth Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,836
| Closed | -$216K | – | 238 |
|
|
2024
Q4 | $216K | Sell |
1,836
-579
| -24% | -$68.1K | 0.08% | 225 |
|
|
2024
Q3 | $260K | Sell |
2,415
-1,174
| -33% | -$127K | 0.12% | 200 |
|
|
2024
Q2 | $313K | Sell |
3,589
-10,122
| -74% | -$883K | 0.13% | 191 |
|
|
2024
Q1 | $1.21M | Buy |
13,711
+267
| +2% | +$23.5K | 0.22% | 106 |
|
|
2023
Q4 | $993K | Buy |
13,444
+1,624
| +14% | +$120K | 0.16% | 139 |
|
|
2023
Q3 | $672K | Sell |
11,820
-2,772
| -19% | -$158K | 0.11% | 188 |
|
|
2023
Q2 | $922K | Sell |
14,592
-1,014
| -6% | -$64.1K | 0.1% | 215 |
|
|
2023
Q1 | $1.01M | Sell |
15,606
-1,431
| -8% | -$92.2K | 0.11% | 197 |
|
|
2022
Q4 | $855K | Sell |
17,037
-846
| -5% | -$42.5K | 0.11% | 218 |
|
|
2022
Q3 | $642K | Sell |
17,883
-2,162
| -11% | -$77.6K | 0.09% | 243 |
|
|
2022
Q2 | $732K | Sell |
20,045
-94
| -0.5% | -$3.43K | 0.1% | 224 |
|
|
2022
Q1 | $748K | Sell |
20,139
-78
| -0.4% | -$2.9K | 0.08% | 245 |
|
|
2021
Q4 | $1.07M | Sell |
20,217
-431
| -2% | -$22.8K | 0.12% | 182 |
|
|
2021
Q3 | $899K | Buy |
20,648
+1,970
| +11% | +$85.8K | 0.12% | 184 |
|
|
2021
Q2 | $779K | Buy |
18,678
+1,569
| +9% | +$65.4K | 0.13% | 182 |
|
|
2021
Q1 | $799K | Buy |
17,109
+3,258
| +24% | +$152K | 0.16% | 159 |
|
|
2020
Q4 | $615K | Buy |
+13,851
| New | +$615K | 0.19% | 126 |
|