Pinnacle Wealth Planning Services’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,309
| Closed | -$357K | – | 392 |
|
|
2024
Q3 | $357K | Hold |
3,309
| – | – | 0.05% | 253 |
|
|
2024
Q2 | $289K | Hold |
3,309
| – | – | 0.04% | 299 |
|
|
2024
Q1 | $292K | Hold |
3,309
| – | – | 0.04% | 302 |
|
|
2023
Q4 | $244K | Buy |
+3,309
| New | +$244K | 0.04% | 329 |
|
|
2023
Q3 | – | Sell |
-3,317
| Closed | -$210K | – | 449 |
|
|
2023
Q2 | $210K | Sell |
3,317
-21
| -0.6% | -$1.33K | 0.03% | 371 |
|
|
2023
Q1 | $215K | Buy |
+3,338
| New | +$215K | 0.04% | 365 |
|
|
2021
Q1 | – | Sell |
-168
| Closed | -$7K | – | 341 |
|
|
2020
Q4 | $7K | Buy |
+168
| New | +$7K | ﹤0.01% | 1492 |
|