Sound View Wealth Advisors Group’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,128
| Closed | -$250K | – | 407 |
|
|
2024
Q4 | $250K | Sell |
2,128
-605
| -22% | -$71.2K | 0.02% | 369 |
|
|
2024
Q3 | $295K | Hold |
2,733
| – | – | 0.02% | 334 |
|
|
2024
Q2 | $238K | Buy |
2,733
+450
| +20% | +$39.3K | 0.02% | 334 |
|
|
2024
Q1 | $201K | Buy |
+2,283
| New | +$201K | 0.02% | 361 |
|