Nicolet Advisory Services’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
9,163
+86
| +0.9% | +$7.02K | 0.06% | 157 |
|
|
2025
Q1 | $730K | Buy |
9,077
+668
| +8% | +$53.7K | 0.07% | 154 |
|
|
2024
Q4 | $1.03M | Buy |
8,409
+493
| +6% | +$60.2K | 0.09% | 115 |
|
|
2024
Q3 | $849K | Buy |
7,916
+581
| +8% | +$62.3K | 0.08% | 135 |
|
|
2024
Q2 | $626K | Buy |
7,335
+1,534
| +26% | +$131K | 0.06% | 157 |
|
|
2024
Q1 | $520K | Buy |
5,801
+973
| +20% | +$87.2K | 0.05% | 170 |
|
|
2023
Q4 | $350K | Buy |
+4,828
| New | +$350K | 0.04% | 218 |
|