Ferguson Wellman Capital Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Sell |
118,267
-1,280
| -1% | -$94.4K | 0.15% | 77 |
|
|
2025
Q1 | $9.34M | Buy |
119,547
+3,787
| +3% | +$296K | 0.18% | 75 |
|
|
2024
Q4 | $13.6M | Buy |
115,760
+67,780
| +141% | +$7.98M | 0.26% | 70 |
|
|
2024
Q3 | $5.17M | Sell |
47,980
-85,297
| -64% | -$9.2M | 0.1% | 100 |
|
|
2024
Q2 | $11.6M | Buy |
133,277
+85,297
| +178% | +$7.44M | 0.24% | 75 |
|
|
2024
Q1 | $4.23M | Hold |
47,980
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $3.54M | Buy |
47,980
+27,600
| +135% | +$2.04M | 0.08% | 118 |
|
|
2023
Q3 | $1.16M | Buy |
+20,380
| New | +$1.16M | 0.03% | 168 |
|