Legacy Wealth Asset Management, LLC Aaon, Inc. Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Aaon, Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 9,197 shares of AAON stock, worth $865,161. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,197

Previous 10,275 10.49%

Holding current value

$865,161

Previous $1.21 Million 40.61%

% of portfolio

0.22%

Previous 0.37%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$73.52 - $136.95 $79,254 - $147,632	-1,078 Reduced 10.49%	9,197 $718,000
Q4 2024 Jan 14, 2025	SELL	$106.25 - $140.75 $25,606 - $33,920	-241 Reduced 2.29%	10,275 $1.21 Million
Q3 2024 Oct 23, 2024	SELL	$83.58 - $107.82 $12,286 - $15,849	-147 Reduced 1.38%	10,516 $1.13 Million
Q2 2024 Aug 14, 2024	BUY	$71.99 - $94.47 $4,247 - $5,573	59 Added 0.56%	10,663 $930,000
Q1 2024 Apr 19, 2024	BUY	$69.81 - $88.35 $54,172 - $68,559	776 Added 7.9%	10,604 $934,000
Q4 2023 Jan 10, 2024	SELL	$52.85 - $74.23 $3,488 - $4,899	-66 Reduced 0.67%	9,828 $725,000
Q3 2023 Oct 31, 2023	BUY	$55.53 - $106.54 $172,864 - $331,659	3,113 Added 45.91%	9,894 $562,000
Q2 2023 Aug 04, 2023	BUY	$86.61 - $103.26 $51,099 - $60,923	590 Added 9.53%	6,781 $642,000
Q1 2023 Apr 21, 2023	BUY	$70.5 - $96.69 $25,803 - $35,388	366 Added 6.28%	6,191 $598,000
Q4 2022 Feb 02, 2023	BUY	$53.14 - $80.5 $5,898 - $8,935	111 Added 1.94%	5,825 $438,000
Q3 2022 Oct 14, 2022	BUY	$52.23 - $63.36 $87,171 - $105,747	1,669 Added 41.26%	5,714 $308,000
Q2 2022 Jul 19, 2022	BUY	$47.93 - $56.35 $6,518 - $7,663	136 Added 3.48%	4,045 $222,000
Q1 2022 May 12, 2022	BUY	$52.18 - $78.95 $7,670 - $11,605	147 Added 3.91%	3,909 $218,000
Q4 2021 Feb 10, 2022	BUY	$66.61 - $83.2 $5,262 - $6,572	79 Added 2.14%	3,762 $299,000
Q3 2021 Oct 19, 2021	BUY	$59.87 - $70.15 $838 - $982	14 Added 0.38%	3,683 $241,000
Q2 2021 Jul 14, 2021	BUY	$60.9 - $70.87 $3,288 - $3,826	54 Added 1.49%	3,669 $230,000
Q1 2021 Apr 20, 2021	BUY	$64.71 - $80.8 $3,688 - $4,605	57 Added 1.6%	3,615 $253,000
Q4 2020 Mar 25, 2021	BUY	$57.53 - $67.24 $204,691 - $239,239	3,558 New	3,558 $237,000

Others Institutions Holding AAON

# of Institutions

408

Shares Held

62.2M

Call Options Held

26.7K

Put Options Held

39.6K

View Full List

About AAON, INC.

Ticker AAON
Exchange NASDAQ
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 53,158,600
Market Cap $5B
Description
AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BasX. It offers rooftop units, data center cooling solutions, cleanroom systems, chil...

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Legacy Wealth Asset Management, LLC Aaon, Inc. Transaction History