AWMT
AAFMAA Wealth Management & Trust’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
2,214
-1,095
| -33% | -$577K | 0.48% | 66 |
|
|
2025
Q1 | $1.68M | Sell |
3,309
-415
| -11% | -$211K | 0.76% | 41 |
|
|
2024
Q4 | $1.85M | Buy |
3,724
+137
| +4% | +$68.2K | 0.81% | 35 |
|
|
2024
Q3 | $1.85M | Sell |
3,587
-90
| -2% | -$46.5K | 0.82% | 39 |
|
|
2024
Q2 | $1.64M | Buy |
3,677
+805
| +28% | +$359K | 0.81% | 45 |
|
|
2024
Q1 | $1.22M | Buy |
+2,872
| New | +$1.22M | 0.67% | 48 |
|