AWA
Aaron Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
6,673
-137
| -2% | -$37.4K | 0.19% | 70 |
|
|
2025
Q1 | $1.83M | Buy |
6,810
+442
| +7% | +$119K | 0.21% | 68 |
|
|
2024
Q4 | $2.13M | Buy |
6,368
+410
| +7% | +$137K | 0.25% | 59 |
|
|
2024
Q3 | $1.63M | Buy |
5,958
+496
| +9% | +$136K | 0.19% | 73 |
|
|
2024
Q2 | $1.4M | Sell |
5,462
-837
| -13% | -$215K | 0.19% | 69 |
|
|
2024
Q1 | $1.9M | Buy |
6,299
+1,210
| +24% | +$364K | 0.27% | 54 |
|
|
2023
Q4 | $1.34M | Buy |
5,089
+190
| +4% | +$50K | 0.22% | 60 |
|
|
2023
Q3 | $993K | Sell |
4,899
-546
| -10% | -$111K | 0.13% | 88 |
|
|
2023
Q2 | $1.15M | Buy |
5,445
+180
| +3% | +$38K | 0.15% | 89 |
|
|
2023
Q1 | $1.05M | Buy |
5,265
+718
| +16% | +$143K | 0.14% | 91 |
|
|
2022
Q4 | $603K | Buy |
4,547
+354
| +8% | +$46.9K | 0.09% | 133 |
|
|
2022
Q3 | $603K | Sell |
4,193
-9,772
| -70% | -$1.41M | 0.11% | 100 |
|
|
2022
Q2 | $2.3M | Sell |
13,965
-2,713,285
| -99% | -$448M | 0.58% | 36 |
|
|
2022
Q1 | $12.8M | Buy |
2,727,250
+2,723,708
| +76,897% | +$12.8M | 0.18% | 60 |
|
|
2021
Q4 | $900K | Buy |
3,542
+493
| +16% | +$125K | 0.25% | 59 |
|
|
2021
Q3 | $826K | Sell |
3,049
-698
| -19% | -$189K | 0.23% | 59 |
|
|
2021
Q2 | $915K | Sell |
3,747
-44
| -1% | -$10.7K | 0.3% | 55 |
|
|
2021
Q1 | $803K | Sell |
3,791
-59
| -2% | -$12.5K | 0.29% | 54 |
|
|
2020
Q4 | $856K | Buy |
+3,850
| New | +$856K | 0.31% | 47 |
|