AWA
Aaron Wealth Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
6,155
+330
| +6% | +$185K | 0.35% | 44 |
|
|
2025
Q1 | $3.19M | Buy |
5,825
+355
| +6% | +$195K | 0.37% | 41 |
|
|
2024
Q4 | $2.88M | Buy |
5,470
+126
| +2% | +$66.3K | 0.33% | 41 |
|
|
2024
Q3 | $2.64M | Buy |
5,344
+664
| +14% | +$328K | 0.31% | 48 |
|
|
2024
Q2 | $2.06M | Sell |
4,680
-15
| -0.3% | -$6.62K | 0.29% | 49 |
|
|
2024
Q1 | $2.26M | Buy |
4,695
+856
| +22% | +$412K | 0.32% | 46 |
|
|
2023
Q4 | $1.64M | Sell |
3,839
-13,963
| -78% | -$5.96M | 0.27% | 51 |
|
|
2023
Q3 | $7.05M | Buy |
17,802
+43
| +0.2% | +$17K | 0.91% | 19 |
|
|
2023
Q2 | $6.98M | Buy |
17,759
+221
| +1% | +$86.9K | 0.91% | 21 |
|
|
2023
Q1 | $6.37M | Buy |
17,538
+286
| +2% | +$104K | 0.88% | 23 |
|
|
2022
Q4 | $6M | Buy |
17,252
+385
| +2% | +$134K | 0.88% | 23 |
|
|
2022
Q3 | $4.8M | Buy |
16,867
+8,877
| +111% | +$2.52M | 0.88% | 26 |
|
|
2022
Q2 | $2.52M | Sell |
7,990
-2,783,505
| -100% | -$878M | 0.63% | 33 |
|
|
2022
Q1 | $7.81M | Buy |
2,791,495
+2,783,598
| +35,249% | +$7.79M | 0.11% | 96 |
|
|
2021
Q4 | $2.84M | Buy |
7,897
+370
| +5% | +$133K | 0.79% | 29 |
|
|
2021
Q3 | $2.62M | Buy |
7,527
+40
| +0.5% | +$13.9K | 0.74% | 28 |
|
|
2021
Q2 | $2.73M | Sell |
7,487
-3
| -0% | -$1.1K | 0.9% | 26 |
|
|
2021
Q1 | $2.67M | Buy |
7,490
+18
| +0.2% | +$6.41K | 0.98% | 24 |
|
|
2020
Q4 | $2.67M | Buy |
+7,472
| New | +$2.67M | 0.98% | 29 |
|