AWA
Aaron Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
61,405
+4,970
| +9% | +$75.1K | 0.09% | 142 |
|
|
2025
Q1 | $872K | Buy |
56,435
+2,298
| +4% | +$35.5K | 0.1% | 139 |
|
|
2024
Q4 | $784K | Buy |
54,137
+4,470
| +9% | +$64.8K | 0.09% | 144 |
|
|
2024
Q3 | $627K | Buy |
49,667
+8,032
| +19% | +$101K | 0.07% | 162 |
|
|
2024
Q2 | $558K | Buy |
41,635
+3,654
| +10% | +$49K | 0.08% | 159 |
|
|
2024
Q1 | $447K | Buy |
37,981
+15,407
| +68% | +$181K | 0.06% | 167 |
|
|
2023
Q4 | $219K | Buy |
+22,574
| New | +$219K | 0.04% | 233 |
|
|
2022
Q2 | – | Sell |
-14,577
| Closed | -$2.33M | – | 738 |
|
|
2022
Q1 | $2.33M | Buy |
+14,577
| New | +$2.33M | 0.03% | 213 |
|