Venturi Wealth Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$6.24K | – | 556 |
|
|
2024
Q4 | $6.24K | Sell |
53
-14
| -21% | -$1.65K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $7.23K | Hold |
67
| – | – | ﹤0.01% | 1283 |
|
|
2024
Q2 | $5.85K | Sell |
67
-3
| -4% | -$262 | ﹤0.01% | 1198 |
|
|
2024
Q1 | $6.17K | Hold |
70
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q4 | $5.17K | Hold |
70
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q3 | $3.98K | Sell |
70
-1
| -1% | -$57 | ﹤0.01% | 1036 |
|
|
2023
Q2 | $4.46K | Hold |
71
| – | – | ﹤0.01% | 777 |
|
|
2023
Q1 | $4.55K | Buy |
+71
| New | +$4.55K | ﹤0.01% | 844 |
|