Westfield Capital 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 |
-371,554
| Closed | -$43.7M | – | 245 |
|
|
2024
Q4 | $43.7M | Buy |
371,554
+361,924
| +3,758% | +$42.6M | 0.19% | 148 |
|
|
2024
Q3 | $1.04M | Hold |
9,630
| – | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $840K | Hold |
9,630
| – | – | ﹤0.01% | 231 |
|
|
2024
Q1 | $848K | Sell |
9,630
-543,915
| -98% | -$47.9M | ﹤0.01% | 235 |
|
|
2023
Q4 | $40.9M | Sell |
553,545
-86,361
| -13% | -$6.38M | 0.24% | 153 |
|
|
2023
Q3 | $36.4M | Sell |
639,906
-171,639
| -21% | -$9.76M | 0.25% | 141 |
|
|
2023
Q2 | $51.3M | Buy |
811,545
+158,521
| +24% | +$10M | 0.33% | 116 |
|
|
2023
Q1 | $42.1M | Buy |
653,024
+386,604
| +145% | +$24.9M | 0.3% | 128 |
|
|
2022
Q4 | $13.4M | Buy |
+266,420
| New | +$13.4M | 0.1% | 170 |
|