AWA
Aaron Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
9,747
+538
| +6% | +$49K | 0.09% | 145 |
|
|
2025
Q1 | $772K | Buy |
9,209
+515
| +6% | +$43.2K | 0.09% | 152 |
|
|
2024
Q4 | $668K | Buy |
8,694
+815
| +10% | +$62.6K | 0.08% | 156 |
|
|
2024
Q3 | $566K | Buy |
7,879
+2,324
| +42% | +$167K | 0.07% | 178 |
|
|
2024
Q2 | $333K | Buy |
5,555
+350
| +7% | +$21K | 0.05% | 216 |
|
|
2024
Q1 | $300K | Buy |
5,205
+871
| +20% | +$50.2K | 0.04% | 224 |
|
|
2023
Q4 | $226K | Buy |
+4,334
| New | +$226K | 0.04% | 228 |
|
|
2022
Q2 | – | Sell |
-59,109
| Closed | -$1.19M | – | 271 |
|
|
2022
Q1 | $1.19M | Buy |
+59,109
| New | +$1.19M | 0.02% | 322 |
|