LWAM
Legacy Wealth Asset Management’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
9,204
+7
| +0.1% | +$516 | 0.17% | 180 |
|
|
2025
Q1 | $719K | Sell |
9,197
-1,078
| -10% | -$84.2K | 0.2% | 154 |
|
|
2024
Q4 | $1.21M | Sell |
10,275
-241
| -2% | -$28.4K | 0.33% | 79 |
|
|
2024
Q3 | $1.13M | Sell |
10,516
-147
| -1% | -$15.9K | 0.3% | 91 |
|
|
2024
Q2 | $930K | Buy |
10,663
+59
| +0.6% | +$5.15K | 0.26% | 100 |
|
|
2024
Q1 | $934K | Buy |
10,604
+776
| +8% | +$68.4K | 0.26% | 106 |
|
|
2023
Q4 | $726K | Sell |
9,828
-66
| -0.7% | -$4.88K | 0.24% | 130 |
|
|
2023
Q3 | $563K | Buy |
9,894
+3,113
| +46% | +$177K | 0.21% | 166 |
|
|
2023
Q2 | $643K | Buy |
6,781
+590
| +10% | +$55.9K | 0.22% | 148 |
|
|
2023
Q1 | $599K | Buy |
6,191
+366
| +6% | +$35.4K | 0.22% | 155 |
|
|
2022
Q4 | $439K | Buy |
5,825
+111
| +2% | +$8.36K | 0.17% | 218 |
|
|
2022
Q3 | $308K | Buy |
5,714
+1,669
| +41% | +$90K | 0.13% | 260 |
|
|
2022
Q2 | $222K | Buy |
4,045
+136
| +3% | +$7.46K | 0.09% | 280 |
|
|
2022
Q1 | $218K | Buy |
3,909
+147
| +4% | +$8.2K | 0.08% | 288 |
|
|
2021
Q4 | $299K | Buy |
3,762
+79
| +2% | +$6.28K | 0.1% | 258 |
|
|
2021
Q3 | $241K | Buy |
3,683
+14
| +0.4% | +$916 | 0.11% | 266 |
|
|
2021
Q2 | $230K | Buy |
3,669
+54
| +1% | +$3.39K | 0.1% | 277 |
|
|
2021
Q1 | $253K | Buy |
3,615
+57
| +2% | +$3.99K | 0.12% | 261 |
|
|
2020
Q4 | $237K | Buy |
+3,558
| New | +$237K | 0.12% | 259 |
|