AWA
Aaron Wealth Advisors’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
2,404
+333
| +16% | +$42.2K | 0.03% | 355 |
|
|
2025
Q1 | $204K | Sell |
2,071
-223
| -10% | -$22K | 0.02% | 433 |
|
|
2024
Q4 | $235K | Buy |
+2,294
| New | +$235K | 0.03% | 385 |
|
|
2023
Q2 | – | Sell |
-18,504
| Closed | -$1.63M | – | 262 |
|
|
2023
Q1 | $1.63M | Sell |
18,504
-4,589
| -20% | -$404K | 0.22% | 71 |
|
|
2022
Q4 | $2.04M | Buy |
23,093
+5,666
| +33% | +$501K | 0.3% | 58 |
|
|
2022
Q3 | $1.49M | Sell |
17,427
-119
| -0.7% | -$10.2K | 0.27% | 62 |
|
|
2022
Q2 | $1.69M | Sell |
17,546
-63,270
| -78% | -$6.1M | 0.43% | 44 |
|
|
2022
Q1 | $694K | Buy |
+80,816
| New | +$694K | 0.01% | 435 |
|