AAFMAA Wealth Management & Trust’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
13,134
-5,233
| -28% | -$468K | 0.49% | 65 |
|
|
2025
Q1 | $1.39M | Buy |
18,367
+6,073
| +49% | +$461K | 0.63% | 52 |
|
|
2024
Q4 | $950K | Sell |
12,294
-1,828
| -13% | -$141K | 0.42% | 60 |
|
|
2024
Q3 | $1.03M | Sell |
14,122
-61,413
| -81% | -$4.48M | 0.45% | 58 |
|
|
2024
Q2 | $4.55M | Sell |
75,535
-8,516
| -10% | -$513K | 2.24% | 9 |
|
|
2024
Q1 | $5.3M | Sell |
84,051
-19,900
| -19% | -$1.26M | 2.89% | 6 |
|
|
2023
Q4 | $6.04M | Buy |
103,951
+9,730
| +10% | +$566K | 3.43% | 6 |
|
|
2023
Q3 | $4.58M | Buy |
94,221
+2,986
| +3% | +$145K | 4.25% | 5 |
|
|
2023
Q2 | $4.55M | Buy |
91,235
+2,590
| +3% | +$129K | 3.76% | 7 |
|
|
2023
Q1 | $4.85M | Sell |
88,645
-15,414
| -15% | -$843K | 3.89% | 7 |
|
|
2022
Q4 | $6.38M | Sell |
104,059
-7,289
| -7% | -$447K | 5.76% | 2 |
|
|
2022
Q3 | $6.31M | Sell |
111,348
-8,376
| -7% | -$475K | 4.65% | 2 |
|
|
2022
Q2 | $6.09M | Buy |
119,724
+477
| +0.4% | +$24.3K | 4.1% | 5 |
|
|
2022
Q1 | $7.08M | Buy |
119,247
+3,624
| +3% | +$215K | 3.27% | 7 |
|
|
2021
Q4 | $8.09M | Buy |
115,623
+60,774
| +111% | +$4.25M | 3.53% | 6 |
|
|
2021
Q3 | $3.53M | Sell |
54,849
-15
| -0% | -$965 | 1.67% | 34 |
|
|
2021
Q2 | $3.22M | Sell |
54,864
-22,104
| -29% | -$1.3M | 1.48% | 36 |
|
|
2021
Q1 | $3.78M | Sell |
76,968
-38,445
| -33% | -$1.89M | 1.82% | 22 |
|
|
2020
Q4 | $5.11M | Buy |
+115,413
| New | +$5.11M | 2.47% | 14 |
|