Carson Wealth (CWM LLC)’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Sell |
826
-112
| -12% | -$8.27K | ﹤0.01% | 3111 |
|
|
2025
Q1 | $73K | Buy |
938
+192
| +26% | +$14.9K | ﹤0.01% | 2671 |
|
|
2024
Q4 | $88K | Sell |
746
-15
| -2% | -$1.77K | ﹤0.01% | 2367 |
|
|
2024
Q3 | $82K | Sell |
761
-16
| -2% | -$1.72K | ﹤0.01% | 2320 |
|
|
2024
Q2 | $68K | Buy |
777
+107
| +16% | +$9.36K | ﹤0.01% | 2239 |
|
|
2024
Q1 | $59K | Buy |
670
+312
| +87% | +$27.5K | ﹤0.01% | 2182 |
|
|
2023
Q4 | $26K | Sell |
358
-63
| -15% | -$4.58K | ﹤0.01% | 2583 |
|
|
2023
Q3 | $24K | Sell |
421
-23
| -5% | -$1.31K | ﹤0.01% | 2546 |
|
|
2023
Q2 | $28K | Buy |
444
+4
| +0.9% | +$252 | ﹤0.01% | 2402 |
|
|
2023
Q1 | $28K | Sell |
440
-66
| -13% | -$4.2K | ﹤0.01% | 2258 |
|
|
2022
Q4 | $25K | Buy |
506
+120
| +31% | +$5.93K | ﹤0.01% | 2187 |
|
|
2022
Q3 | $14K | Buy |
386
+194
| +101% | +$7.04K | ﹤0.01% | 2444 |
|
|
2022
Q2 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 2762 |
|
|
2022
Q1 | – | Sell |
-66
| Closed | -$3K | – | 3465 |
|
|
2021
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 2916 |
|