GWM
Gitterman Wealth Management’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
9,519
-10
| -0.1% | -$738 | 0.16% | 28 |
|
|
2025
Q1 | $745K | Buy |
9,529
+1,529
| +19% | +$119K | 0.2% | 27 |
|
|
2024
Q4 | $941K | Sell |
8,000
-1,000
| -11% | -$118K | 0.39% | 16 |
|
|
2024
Q3 | $971K | Hold |
9,000
| – | – | 0.4% | 17 |
|
|
2024
Q2 | $785K | Hold |
9,000
| – | – | 0.3% | 17 |
|
|
2024
Q1 | $793K | Sell |
9,000
-18,000
| -67% | -$1.59M | 0.31% | 16 |
|
|
2023
Q4 | $1.99M | Hold |
27,000
| – | – | 0.89% | 8 |
|
|
2023
Q3 | $1.54M | Buy |
27,000
+9,000
| +50% | +$512K | 0.73% | 9 |
|
|
2023
Q2 | $1.71M | Sell |
18,000
-1,000
| -5% | -$94.8K | 0.8% | 8 |
|
|
2023
Q1 | $1.84M | Sell |
19,000
-1,000
| -5% | -$96.7K | 0.87% | 8 |
|
|
2022
Q4 | $1.51M | Sell |
20,000
-4,000
| -17% | -$301K | 0.75% | 9 |
|
|
2022
Q3 | $1.29M | Sell |
24,000
-1,000
| -4% | -$53.9K | 1.33% | 8 |
|
|
2022
Q2 | $1.37M | Sell |
25,000
-2,000
| -7% | -$110K | 1.28% | 10 |
|
|
2022
Q1 | $1.51M | Buy |
27,000
+2,000
| +8% | +$111K | 1.21% | 10 |
|
|
2021
Q4 | $1.99M | Sell |
25,000
-2,000
| -7% | -$159K | 1.47% | 8 |
|
|
2021
Q3 | $1.76M | Sell |
27,000
-2,250
| -8% | -$147K | 1.42% | 9 |
|
|
2021
Q2 | $1.83M | Buy |
29,250
+3,250
| +13% | +$203K | 1.48% | 10 |
|
|
2021
Q1 | $1.82M | Buy |
+26,000
| New | +$1.82M | 1.17% | 11 |
|