Integrated Wealth Concepts’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
9,259
-681
| -7% | -$50.2K | 0.01% | 1113 |
|
|
2025
Q1 | $777K | Sell |
9,940
-3,594
| -27% | -$281K | 0.01% | 942 |
|
|
2024
Q4 | $1.59M | Buy |
13,534
+2,057
| +18% | +$242K | 0.02% | 641 |
|
|
2024
Q3 | $1.24M | Sell |
11,477
-221
| -2% | -$23.8K | 0.02% | 721 |
|
|
2024
Q2 | $1.02M | Buy |
11,698
+30
| +0.3% | +$2.62K | 0.01% | 753 |
|
|
2024
Q1 | $1.03M | Buy |
11,668
+2,030
| +21% | +$179K | 0.01% | 740 |
|
|
2023
Q4 | $712K | Hold |
9,638
| – | – | 0.01% | 858 |
|
|
2023
Q3 | $548K | Buy |
9,638
+15
| +0.2% | +$853 | 0.01% | 951 |
|
|
2023
Q2 | $608K | Hold |
9,623
| – | – | 0.01% | 901 |
|
|
2023
Q1 | $620K | Buy |
+9,623
| New | +$620K | 0.01% | 782 |
|