Peterson Wealth 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 | $500K | Hold |
6,777
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $529K | Sell |
6,777
-4,332
| -39% | -$338K | 0.16% | 90 |
|
|
2024
Q4 | $1.31M | Buy |
11,109
+377
| +4% | +$44.4K | 0.39% | 57 |
|
|
2024
Q3 | $1.16M | Buy |
10,732
+1,062
| +11% | +$115K | 0.37% | 59 |
|
|
2024
Q2 | $844K | Buy |
9,670
+1,228
| +15% | +$107K | 0.29% | 67 |
|
|
2024
Q1 | $744K | Buy |
8,442
+5,164
| +158% | +$455K | 0.27% | 69 |
|
|
2023
Q4 | $242K | Buy |
+3,278
| New | +$242K | 0.1% | 88 |
|