Olistico Wealth’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
17,903
+55
| +0.3% | +$4.06K | 0.73% | 29 |
|
|
2025
Q1 | $1.39M | Hold |
17,848
| – | – | 0.86% | 25 |
|
|
2024
Q4 | $2.1M | Hold |
17,848
| – | – | 1.22% | 19 |
|
|
2024
Q3 | $1.92M | Hold |
17,848
| – | – | 1.18% | 18 |
|
|
2024
Q2 | $1.56M | Hold |
17,848
| – | – | 0.99% | 24 |
|
|
2024
Q1 | $1.57M | Hold |
17,848
| – | – | 1.13% | 21 |
|
|
2023
Q4 | $1.32M | Hold |
17,848
| – | – | 1.03% | 24 |
|
|
2023
Q3 | $1.02M | Sell |
17,848
-1
| -0% | -$57 | 0.91% | 29 |
|
|
2023
Q2 | $1.13M | Hold |
17,849
| – | – | 0.96% | 23 |
|
|
2023
Q1 | $1.15M | Hold |
17,849
| – | – | 1.1% | 18 |
|
|
2022
Q4 | $896K | Buy |
+17,849
| New | +$896K | 0.97% | 29 |
|