WesMark Small Company Fund AAON Holdings History
Number of Shares
27,500.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.7%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
83.97%
WesMark Small Company Fund's AAON Inc Holding Summary
As of 2025-03-31, WesMark Small Company Fund held 27,500.00 shares of AAON Inc(AAON), totaling $2.15 Mil. This investment constitutes 1.7% of their stock portfolio, and WesMark Small Company Fund now holds 0.03% of the outstanding AAON Inc(AAON) stock.
The initial trade took place in 2020Q1. In addition, there have been 3 sales at an average price of $54.07 for 39,980.50 shares. Based on historical transaction data and AAON's current price of $78.86, WesMark Small Company Fund's estimated gain on his AAON holdings is $1.98 Mil, reflecting a 83.97% gain to date.
WesMark Small Company Fund AAON ($78.86) Holding Chart
WesMark Small Company Fund AAON ($78.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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