Integrated Wealth Concepts’s Aaon AAON Stock Holding History

Integrated Wealth Concepts’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$683K	Sell
2025 Q1	$777K	Sell
2024 Q4	$1.59M	Buy
2024 Q3	$1.24M	Sell
2024 Q2	$1.02M	Buy
2024 Q1	$1.03M	Buy
2023 Q4	$712K	Hold
2023 Q3	$548K	Buy
2023 Q2	$608K	Hold
2023 Q1	$620K	Buy