AWA
Aaron Wealth Advisors’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
6,506
-419
| -6% | -$31.7K | 0.05% | 240 |
|
|
2025
Q1 | $494K | Sell |
6,925
-186
| -3% | -$13.3K | 0.06% | 221 |
|
|
2024
Q4 | $624K | Sell |
7,111
-1,193
| -14% | -$105K | 0.07% | 165 |
|
|
2024
Q3 | $694K | Sell |
8,304
-48
| -0.6% | -$4.01K | 0.08% | 152 |
|
|
2024
Q2 | $635K | Buy |
8,352
+526
| +7% | +$40K | 0.09% | 140 |
|
|
2024
Q1 | $562K | Buy |
7,826
+1,236
| +19% | +$88.8K | 0.08% | 151 |
|
|
2023
Q4 | $492K | Sell |
6,590
-128
| -2% | -$9.57K | 0.08% | 140 |
|
|
2023
Q3 | $457K | Buy |
6,718
+3,270
| +95% | +$222K | 0.06% | 157 |
|
|
2023
Q2 | $502K | Sell |
3,448
-399
| -10% | -$58.1K | 0.07% | 155 |
|
|
2023
Q1 | $582K | Buy |
3,847
+633
| +20% | +$95.7K | 0.08% | 139 |
|
|
2022
Q4 | $497K | Buy |
+3,214
| New | +$497K | 0.07% | 149 |
|
|
2022
Q2 | – | Sell |
-107,764
| Closed | -$641K | – | 748 |
|
|
2022
Q1 | $641K | Buy |
+107,764
| New | +$641K | 0.01% | 458 |
|