Venturi Wealth Management’s Aaon AAON Stock Holding History

Venturi Wealth Management’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$6.24K	Sell
2024 Q3	$7.23K	Hold
2024 Q2	$5.85K	Sell
2024 Q1	$6.17K	Hold
2023 Q4	$5.17K	Hold
2023 Q3	$3.98K	Sell
2023 Q2	$4.46K	Hold
2023 Q1	$4.54K	Buy