AWA
Aaron Wealth Advisors’s Avidity Biosciences RNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
7,334
+129
| +2% | +$3.66K | 0.02% | 466 |
|
|
2025
Q1 | $213K | Sell |
7,205
-897
| -11% | -$26.5K | 0.02% | 419 |
|
|
2024
Q4 | $236K | Buy |
8,102
+504
| +7% | +$14.7K | 0.03% | 384 |
|
|
2024
Q3 | $349K | Buy |
+7,598
| New | +$349K | 0.04% | 265 |
|
|
2024
Q1 | – | Sell |
-134,242
| Closed | -$1.21M | – | 313 |
|
|
2023
Q4 | $1.21M | Buy |
134,242
+828
| +0.6% | +$7.49K | 0.2% | 66 |
|
|
2023
Q3 | $851K | Sell |
133,414
-3,494
| -3% | -$22.3K | 0.11% | 96 |
|
|
2023
Q2 | $1.52M | Sell |
136,908
-1,512
| -1% | -$16.8K | 0.2% | 76 |
|
|
2023
Q1 | $2.12M | Hold |
138,420
| – | – | 0.29% | 55 |
|
|
2022
Q4 | $3.07M | Sell |
138,420
-77,330
| -36% | -$1.72M | 0.45% | 44 |
|
|
2022
Q3 | $3.52M | Hold |
215,750
| – | – | 0.65% | 36 |
|
|
2022
Q2 | $3.13M | Sell |
215,750
-3,769,152
| -95% | -$54.8M | 0.79% | 30 |
|
|
2022
Q1 | $216M | Buy |
3,984,902
+3,769,152
| +1,747% | +$204M | 2.99% | 7 |
|
|
2021
Q4 | $5.13M | Sell |
215,750
-13,845
| -6% | -$329K | 1.43% | 18 |
|
|
2021
Q3 | $5.65M | Hold |
229,595
| – | – | 1.59% | 15 |
|
|
2021
Q2 | $5.67M | Sell |
229,595
-180,586
| -44% | -$4.46M | 1.87% | 13 |
|
|
2021
Q1 | $8.95M | Sell |
410,181
-114,058
| -22% | -$2.49M | 3.28% | 8 |
|
|
2020
Q4 | $13.4M | Buy |
+524,239
| New | +$13.4M | 4.9% | 3 |
|