AWA
Aaron Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
22,417
+1,794
| +9% | +$144K | 0.18% | 71 |
|
|
2025
Q1 | $1.48M | Buy |
20,623
+995
| +5% | +$71.4K | 0.17% | 85 |
|
|
2024
Q4 | $1.38M | Buy |
19,628
+1,862
| +10% | +$131K | 0.16% | 80 |
|
|
2024
Q3 | $1M | Buy |
17,766
+3,466
| +24% | +$196K | 0.12% | 118 |
|
|
2024
Q2 | $849K | Buy |
14,300
+1,913
| +15% | +$114K | 0.12% | 116 |
|
|
2024
Q1 | $718K | Buy |
12,387
+3,258
| +36% | +$189K | 0.1% | 123 |
|
|
2023
Q4 | $449K | Buy |
9,129
+7
| +0.1% | +$345 | 0.07% | 144 |
|
|
2023
Q3 | $373K | Buy |
9,122
+136
| +2% | +$5.56K | 0.05% | 175 |
|
|
2023
Q2 | $384K | Buy |
8,986
+3,298
| +58% | +$141K | 0.05% | 181 |
|
|
2023
Q1 | $213K | Sell |
5,688
-349
| -6% | -$13K | 0.03% | 236 |
|
|
2022
Q4 | $249K | Buy |
+6,037
| New | +$249K | 0.04% | 212 |
|
|
2022
Q2 | – | Sell |
-180,465
| Closed | -$3.72M | – | 845 |
|
|
2022
Q1 | $3.72M | Buy |
+180,465
| New | +$3.72M | 0.05% | 154 |
|