AWA
Aaron Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
17,198
+798
| +5% | +$283K | 0.62% | 28 |
|
|
2025
Q1 | $5.75M | Buy |
16,400
+399
| +2% | +$140K | 0.66% | 25 |
|
|
2024
Q4 | $5.06M | Buy |
16,001
+641
| +4% | +$203K | 0.59% | 28 |
|
|
2024
Q3 | $4.22M | Buy |
15,360
+1,381
| +10% | +$380K | 0.5% | 30 |
|
|
2024
Q2 | $3.67M | Sell |
13,979
-78
| -0.6% | -$20.5K | 0.51% | 31 |
|
|
2024
Q1 | $3.92M | Buy |
14,057
+2,374
| +20% | +$663K | 0.56% | 24 |
|
|
2023
Q4 | $3.04M | Sell |
11,683
-15,726
| -57% | -$4.09M | 0.5% | 29 |
|
|
2023
Q3 | $6.3M | Buy |
27,409
+135
| +0.5% | +$31.1K | 0.81% | 21 |
|
|
2023
Q2 | $6.48M | Buy |
27,274
+244
| +0.9% | +$57.9K | 0.84% | 23 |
|
|
2023
Q1 | $6.09M | Buy |
27,030
+221
| +0.8% | +$49.8K | 0.84% | 25 |
|
|
2022
Q4 | $5.57M | Buy |
26,809
+1,341
| +5% | +$279K | 0.81% | 25 |
|
|
2022
Q3 | $4.52M | Buy |
25,468
+14,367
| +129% | +$2.55M | 0.83% | 28 |
|
|
2022
Q2 | $2.19M | Sell |
11,101
-2,234,098
| -100% | -$440M | 0.55% | 37 |
|
|
2022
Q1 | $10.1M | Buy |
2,245,199
+2,234,872
| +21,641% | +$10.1M | 0.14% | 78 |
|
|
2021
Q4 | $2.24M | Buy |
10,327
+1,163
| +13% | +$252K | 0.63% | 30 |
|
|
2021
Q3 | $2.04M | Buy |
9,164
+73
| +0.8% | +$16.3K | 0.58% | 29 |
|
|
2021
Q2 | $2.13M | Sell |
9,091
-1,052
| -10% | -$246K | 0.7% | 29 |
|
|
2021
Q1 | $2.15M | Buy |
10,143
+539
| +6% | +$114K | 0.79% | 28 |
|
|
2020
Q4 | $2.1M | Buy |
+9,604
| New | +$2.1M | 0.77% | 33 |
|