Carson Wealth (CWM LLC)’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $41K | Sell |
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|
2025
Q3 | $71K | Sell |
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|
2025
Q2 | $61K | Sell |
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|
2025
Q1 | $73K | Buy |
|
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|
2024
Q4 | $88K | Sell |
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|
2024
Q3 | $82K | Sell |
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|
2024
Q2 | $68K | Buy |
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|
2024
Q1 | $59K | Buy |
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|
2023
Q4 | $26K | Sell |
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|
2023
Q3 | $24K | Sell |
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|
2023
Q2 | $28K | Buy |
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|
2023
Q1 | $28K | Sell |
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|
2022
Q4 | $25K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Buy |
|