AWA
Aaron Wealth Advisors’s Mizuho Financial MFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $591K | Sell |
106,291
-507
| -0.5% | -$2.82K | 0.06% | 200 |
|
2025
Q1 | $588K | Buy |
106,798
+4,115
| +4% | +$22.7K | 0.07% | 185 |
|
2024
Q4 | $502K | Buy |
102,683
+11,520
| +13% | +$56.3K | 0.06% | 198 |
|
2024
Q3 | $381K | Buy |
91,163
+14,698
| +19% | +$61.4K | 0.05% | 245 |
|
2024
Q2 | $323K | Buy |
76,465
+8,483
| +12% | +$35.9K | 0.04% | 221 |
|
2024
Q1 | $271K | Buy |
+67,982
| New | +$271K | 0.04% | 237 |
|
2022
Q2 | – | Sell |
-14,081
| Closed | -$5.48M | – | 578 |
|
2022
Q1 | $5.48M | Buy |
+14,081
| New | +$5.48M | 0.08% | 118 |
|