Gitterman Wealth Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $971K | Hold |
|
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|
2024
Q2 | $785K | Hold |
|
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|
2024
Q1 | $793K | Sell |
|
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|
2023
Q4 | $1.99M | Hold |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.84M | Sell |
|
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.5M | Buy |
|
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.82M | Buy |
|