Legacy Wealth Asset Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $431K | Sell |
3,400
-156
| -4% | -$18.3K | 0.09% | 281 |
|
|
2026
Q1 | $294K | Sell |
3,556
-1,562
| -31% | -$142K | 0.07% | 315 |
|
|
2025
Q4 | $390K | Sell |
5,118
-2,640
| -34% | -$244K | 0.1% | 291 |
|
|
2025
Q3 | $725K | Sell |
7,758
-1,446
| -16% | -$118K | 0.18% | 185 |
|
|
2025
Q2 | $679K | Buy |
9,204
+7
| +0.1% | +$614 | 0.17% | 180 |
|
|
2025
Q1 | $719K | Sell |
9,197
-1,078
| -10% | -$111K | 0.2% | 154 |
|
|
2024
Q4 | $1.21M | Sell |
10,275
-241
| -2% | -$29.5K | 0.33% | 79 |
|
|
2024
Q3 | $1.13M | Sell |
10,516
-147
| -1% | -$13.4K | 0.3% | 91 |
|
|
2024
Q2 | $930K | Buy |
10,663
+59
| +0.6% | +$4.81K | 0.26% | 100 |
|
|
2024
Q1 | $934K | Buy |
10,604
+776
| +8% | +$60.8K | 0.26% | 106 |
|
|
2023
Q4 | $726K | Sell |
9,828
-66
| -0.7% | -$4.07K | 0.24% | 130 |
|
|
2023
Q3 | $563K | Sell |
9,894
-278
| -3% | -$17.7K | 0.21% | 166 |
|
|
2023
Q2 | $643K | Buy |
10,172
+885
| +10% | +$56K | 0.22% | 148 |
|
|
2023
Q1 | $599K | Buy |
9,287
+549
| +6% | +$30.2K | 0.22% | 155 |
|
|
2022
Q4 | $439K | Buy |
8,738
+167
| +2% | +$7.79K | 0.17% | 218 |
|
|
2022
Q3 | $308K | Buy |
8,571
+2,503
| +41% | +$96.5K | 0.13% | 260 |
|
|
2022
Q2 | $222K | Buy |
6,068
+204
| +3% | +$7.14K | 0.09% | 280 |
|
|
2022
Q1 | $218K | Buy |
5,864
+221
| +4% | +$9.01K | 0.08% | 288 |
|
|
2021
Q4 | $299K | Buy |
5,643
+118
| +2% | +$5.9K | 0.1% | 258 |
|
|
2021
Q3 | $241K | Buy |
5,525
+21
| +0.4% | +$911 | 0.11% | 266 |
|
|
2021
Q2 | $230K | Buy |
5,504
+81
| +1% | +$3.57K | 0.1% | 277 |
|
|
2021
Q1 | $253K | Buy |
5,423
+86
| +2% | +$4.22K | 0.12% | 261 |
|
|
2020
Q4 | $237K | Buy |
+5,337
| New | +$226K | 0.12% | 259 |
|
Other funds holding AAON
WA
RP
CCG
OW
YIH
CCA
SWM
GI
PA
BS