PWS
Precision Wealth Strategies’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
5,441
-1,763
| -24% | -$130K | 0.13% | 123 |
|
|
2025
Q1 | $563K | Sell |
7,204
-994
| -12% | -$77.7K | 0.43% | 45 |
|
|
2024
Q4 | $965K | Sell |
8,198
-523
| -6% | -$61.5K | 0.75% | 23 |
|
|
2024
Q3 | $941K | Sell |
8,721
-88
| -1% | -$9.49K | 0.87% | 22 |
|
|
2024
Q2 | $769K | Sell |
8,809
-2,222
| -20% | -$194K | 0.79% | 27 |
|
|
2024
Q1 | $972K | Sell |
11,031
-341
| -3% | -$30K | 0.92% | 23 |
|
|
2023
Q4 | $840K | Buy |
11,372
+7
| +0.1% | +$517 | 0.82% | 22 |
|
|
2023
Q3 | $646K | Buy |
11,365
+4,030
| +55% | +$229K | 0.7% | 23 |
|
|
2023
Q2 | $695K | Sell |
7,335
-217
| -3% | -$20.6K | 1.14% | 19 |
|
|
2023
Q1 | $730K | Sell |
7,552
-273
| -3% | -$26.4K | 1.15% | 18 |
|
|
2022
Q4 | $589K | Sell |
7,825
-121
| -2% | -$9.11K | 0.61% | 27 |
|
|
2022
Q3 | $467K | Sell |
7,946
-564
| -7% | -$33.1K | 0.41% | 51 |
|
|
2022
Q2 | $458K | Sell |
8,510
-542
| -6% | -$29.2K | 0.36% | 53 |
|
|
2022
Q1 | $504K | Sell |
9,052
-325
| -3% | -$18.1K | 0.3% | 69 |
|
|
2021
Q4 | $745K | Buy |
9,377
+1,085
| +13% | +$86.2K | 0.54% | 45 |
|
|
2021
Q3 | $542K | Buy |
8,292
+1,715
| +26% | +$112K | 0.42% | 53 |
|
|
2021
Q2 | $412K | Buy |
6,577
+1,015
| +18% | +$63.6K | 0.35% | 47 |
|
|
2021
Q1 | $389K | Buy |
5,562
+1,148
| +26% | +$80.3K | 0.37% | 38 |
|
|
2020
Q4 | $294K | Buy |
+4,414
| New | +$294K | 0.32% | 38 |
|