AWA
Aaron Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
9,459
+552
| +6% | +$77.8K | 0.14% | 108 |
|
|
2025
Q1 | $1.04M | Buy |
8,907
+146
| +2% | +$17K | 0.12% | 123 |
|
|
2024
Q4 | $1.1M | Buy |
8,761
+578
| +7% | +$72.7K | 0.13% | 107 |
|
|
2024
Q3 | $853K | Buy |
8,183
+1,826
| +29% | +$190K | 0.1% | 129 |
|
|
2024
Q2 | $618K | Buy |
6,357
+658
| +12% | +$64K | 0.09% | 145 |
|
|
2024
Q1 | $537K | Buy |
5,699
+1,427
| +33% | +$134K | 0.08% | 154 |
|
|
2023
Q4 | $398K | Sell |
4,272
-1,258
| -23% | -$117K | 0.07% | 157 |
|
|
2023
Q3 | $452K | Sell |
5,530
-154
| -3% | -$12.6K | 0.06% | 158 |
|
|
2023
Q2 | $485K | Sell |
5,684
-205
| -3% | -$17.5K | 0.06% | 157 |
|
|
2023
Q1 | $517K | Buy |
5,889
+728
| +14% | +$63.9K | 0.07% | 151 |
|
|
2022
Q4 | $439K | Buy |
5,161
+952
| +23% | +$80.9K | 0.06% | 165 |
|
|
2022
Q3 | $333K | Buy |
4,209
+16
| +0.4% | +$1.27K | 0.06% | 157 |
|
|
2022
Q2 | $318K | Sell |
4,193
-248,305
| -98% | -$18.8M | 0.08% | 144 |
|
|
2022
Q1 | $2.89M | Buy |
252,498
+249,354
| +7,931% | +$2.85M | 0.04% | 185 |
|
|
2021
Q4 | $308K | Buy |
3,144
+568
| +22% | +$55.6K | 0.09% | 140 |
|
|
2021
Q3 | $250K | Buy |
2,576
+143
| +6% | +$13.9K | 0.07% | 139 |
|
|
2021
Q2 | $223K | Buy |
+2,433
| New | +$223K | 0.07% | 144 |
|