Precision Wealth Strategies, LLC Aaon, Inc. Transaction History

Precision Wealth Strategies, LLC

$100 Million
Q1 2025

A detailed history of Precision Wealth Strategies, LLC transactions in Aaon, Inc. stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 7,204 shares of AAON stock, worth $542,101. This represents 0.56% of its overall portfolio holdings.

Number of Shares

7,204

Previous 8,198 12.12%

Holding current value

$542,101

Previous $964,000 41.7%

% of portfolio

0.56%

Previous 0.99%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$73.52 - $136.95 $73,078 - $136,128	-994 Reduced 12.12%	7,204 $562,000
Q4 2024 Jan 24, 2025	SELL	$106.25 - $140.75 $55,568 - $73,612	-523 Reduced 6.0%	8,198 $964,000
Q3 2024 Oct 21, 2024	SELL	$83.58 - $107.82 $7,355 - $9,488	-88 Reduced 1.0%	8,721 $939,000
Q2 2024 Aug 05, 2024	SELL	$71.99 - $94.47 $159,961 - $209,912	-2,222 Reduced 20.14%	8,809 $768,000
Q1 2024 May 01, 2024	SELL	$69.81 - $88.35 $23,805 - $30,127	-341 Reduced 3.0%	11,031 $971,000
Q4 2023 Feb 02, 2024	BUY	$52.85 - $74.23 $369 - $519	7 Added 0.06%	11,372 $840,000
Q3 2023 Oct 31, 2023	BUY	$55.53 - $106.54 $223,785 - $429,356	4,030 Added 54.94%	11,365 $646,000
Q2 2023 Aug 09, 2023	SELL	$86.61 - $103.26 $18,794 - $22,407	-217 Reduced 2.87%	7,335 $695,000
Q1 2023 May 04, 2023	SELL	$70.5 - $96.69 $19,246 - $26,396	-273 Reduced 3.49%	7,552 $730,000
Q4 2022 Feb 07, 2023	SELL	$53.14 - $80.5 $6,429 - $9,740	-121 Reduced 1.52%	7,825 $589,000
Q3 2022 Oct 25, 2022	SELL	$52.23 - $63.36 $29,457 - $35,735	-564 Reduced 6.63%	7,946 $467,000
Q2 2022 Jul 14, 2022	SELL	$47.93 - $56.35 $25,978 - $30,541	-542 Reduced 5.99%	8,510 $458,000
Q1 2022 May 04, 2022	SELL	$52.18 - $78.95 $16,958 - $25,658	-325 Reduced 3.47%	9,052 $504,000
Q4 2021 Jan 19, 2022	BUY	$66.61 - $83.2 $72,271 - $90,272	1,085 Added 13.08%	9,377 $745,000
Q3 2021 Nov 02, 2021	BUY	$59.87 - $70.15 $102,677 - $120,307	1,715 Added 26.08%	8,292 $542,000
Q2 2021 Jul 22, 2021	BUY	$60.9 - $70.87 $61,813 - $71,933	1,015 Added 18.25%	6,577 $412,000
Q1 2021 Apr 26, 2021	BUY	$64.71 - $80.8 $74,287 - $92,758	1,148 Added 26.01%	5,562 $389,000
Q4 2020 Apr 26, 2021	BUY	$57.53 - $67.24 $253,937 - $296,797	4,414 New	4,414 $294,000

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 $4B
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...

More about AAON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.

Account

Precision Wealth Strategies, LLC Aaon, Inc. Transaction History