DWM
Diversify Wealth Management’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,716
| Closed | -$242K | – | 536 |
|
|
2025
Q1 | $242K | Sell |
2,716
-354
| -12% | -$31.5K | 0.02% | 468 |
|
|
2024
Q4 | $375K | Sell |
3,070
-421
| -12% | -$51.4K | 0.03% | 399 |
|
|
2024
Q3 | $373K | Sell |
3,491
-151
| -4% | -$16.1K | 0.04% | 361 |
|
|
2024
Q2 | $311K | Buy |
+3,642
| New | +$311K | 0.04% | 351 |
|