AWA
Aaron Wealth Advisors’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
25,970
+3,913
| +18% | +$88.1K | 0.06% | 205 |
|
|
2025
Q1 | $461K | Buy |
22,057
+17,869
| +427% | +$373K | 0.05% | 233 |
|
|
2024
Q4 | $445K | Buy |
4,188
+259
| +7% | +$27.5K | 0.05% | 228 |
|
|
2024
Q3 | $456K | Buy |
3,929
+269
| +7% | +$31.2K | 0.05% | 205 |
|
|
2024
Q2 | $407K | Buy |
3,660
+180
| +5% | +$20K | 0.06% | 190 |
|
|
2024
Q1 | $383K | Buy |
3,480
+1,005
| +41% | +$111K | 0.06% | 190 |
|
|
2023
Q4 | $231K | Buy |
2,475
+129
| +5% | +$12K | 0.04% | 222 |
|
|
2023
Q3 | $220K | Buy |
+2,346
| New | +$220K | 0.03% | 234 |
|