AWA
Aaron Wealth Advisors’s CME Group CME Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $570K | Buy |
2,068
+64
| +3% | +$17.6K | 0.06% | 210 |
|
2025
Q1 | $532K | Buy |
2,004
+440
| +28% | +$117K | 0.06% | 205 |
|
2024
Q4 | $363K | Buy |
1,564
+66
| +4% | +$15.3K | 0.04% | 273 |
|
2024
Q3 | $331K | Buy |
1,498
+303
| +25% | +$66.9K | 0.04% | 275 |
|
2024
Q2 | $235K | Buy |
+1,195
| New | +$235K | 0.03% | 278 |
|
2023
Q4 | – | Sell |
-4,769
| Closed | -$955K | – | 263 |
|
2023
Q3 | $955K | Buy |
4,769
+208
| +5% | +$41.6K | 0.12% | 89 |
|
2023
Q2 | $845K | Hold |
4,561
| – | – | 0.11% | 108 |
|
2023
Q1 | $874K | Buy |
4,561
+290
| +7% | +$55.5K | 0.12% | 99 |
|
2022
Q4 | $718K | Sell |
4,271
-305
| -7% | -$51.3K | 0.1% | 113 |
|
2022
Q3 | $811K | Buy |
4,576
+3,590
| +364% | +$636K | 0.15% | 86 |
|
2022
Q2 | $201K | Sell |
986
-174,554
| -99% | -$35.6M | 0.05% | 183 |
|
2022
Q1 | $738K | Buy |
+175,540
| New | +$738K | 0.01% | 417 |
|