AWA
Aaron Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
3,472
+42
| +1% | +$22.1K | 0.19% | 69 |
|
|
2025
Q1 | $1.74M | Buy |
3,430
+209
| +6% | +$106K | 0.2% | 70 |
|
|
2024
Q4 | $1.6M | Buy |
3,221
+43
| +1% | +$21.4K | 0.19% | 75 |
|
|
2024
Q3 | $1.64M | Buy |
3,178
+228
| +8% | +$118K | 0.2% | 71 |
|
|
2024
Q2 | $1.32M | Buy |
2,950
+226
| +8% | +$101K | 0.18% | 75 |
|
|
2024
Q1 | $1.16M | Sell |
2,724
-68
| -2% | -$28.9K | 0.17% | 79 |
|
|
2023
Q4 | $1.23M | Buy |
2,792
+47
| +2% | +$20.7K | 0.2% | 64 |
|
|
2023
Q3 | $1M | Sell |
2,745
-3
| -0.1% | -$1.1K | 0.13% | 87 |
|
|
2023
Q2 | $1.1M | Buy |
2,748
+234
| +9% | +$93.8K | 0.14% | 91 |
|
|
2023
Q1 | $867K | Buy |
2,514
+140
| +6% | +$48.3K | 0.12% | 100 |
|
|
2022
Q4 | $795K | Buy |
2,374
+1,293
| +120% | +$433K | 0.12% | 102 |
|
|
2022
Q3 | $330K | Buy |
1,081
+262
| +32% | +$80K | 0.06% | 160 |
|
|
2022
Q2 | $276K | Sell |
819
-340,860
| -100% | -$115M | 0.07% | 159 |
|
|
2022
Q1 | $833K | Buy |
341,679
+341,064
| +55,458% | +$832K | 0.01% | 386 |
|
|
2021
Q4 | $290K | Buy |
615
+67
| +12% | +$31.6K | 0.08% | 146 |
|
|
2021
Q3 | $232K | Buy |
548
+47
| +9% | +$19.9K | 0.07% | 143 |
|
|
2021
Q2 | $205K | Buy |
+501
| New | +$205K | 0.07% | 150 |
|