AWM
Aries Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
13,102
+170
| +1% | +$60.4K | 1.22% | 21 |
|
|
2025
Q1 | $4.53M | Buy |
12,932
+394
| +3% | +$138K | 1.23% | 23 |
|
|
2024
Q4 | $3.96M | Sell |
12,538
-375
| -3% | -$119K | 1.09% | 24 |
|
|
2024
Q3 | $3.55M | Sell |
12,913
-650
| -5% | -$179K | 0.98% | 27 |
|
|
2024
Q2 | $3.56M | Buy |
13,563
+15
| +0.1% | +$3.94K | 1.12% | 22 |
|
|
2024
Q1 | $3.78M | Sell |
13,548
-89
| -0.7% | -$24.8K | 1.22% | 19 |
|
|
2023
Q4 | $3.55M | Sell |
13,637
-150
| -1% | -$39.1K | 1.27% | 16 |
|
|
2023
Q3 | $3.31M | Buy |
13,787
+244
| +2% | +$58.6K | 1.3% | 17 |
|
|
2023
Q2 | $3.22M | Sell |
13,543
-16
| -0.1% | -$3.8K | 1.25% | 17 |
|
|
2023
Q1 | $3.06M | Sell |
13,559
-100
| -0.7% | -$22.5K | 1.25% | 18 |
|
|
2022
Q4 | $2.84M | Sell |
13,659
-165
| -1% | -$34.3K | 1.22% | 20 |
|
|
2022
Q3 | $2.86M | Buy |
13,824
+472
| +4% | +$97.8K | 1.27% | 19 |
|
|
2022
Q2 | $2.63M | Buy |
13,352
+10,238
| +329% | +$2.02M | 1.19% | 23 |
|
|
2022
Q1 | $691K | Sell |
3,114
-9,988
| -76% | -$2.22M | 0.3% | 48 |
|
|
2021
Q4 | $2.84M | Buy |
13,102
+370
| +3% | +$80.2K | 1.08% | 23 |
|
|
2021
Q3 | $2.84M | Buy |
12,732
+267
| +2% | +$59.5K | 1.2% | 19 |
|
|
2021
Q2 | $2.92M | Sell |
12,465
-80
| -0.6% | -$18.7K | 1.25% | 18 |
|
|
2021
Q1 | $2.79M | Buy |
12,545
+2,050
| +20% | +$455K | 1.25% | 17 |
|
|
2020
Q4 | $2.26M | Buy |
10,495
+41
| +0.4% | +$8.83K | 1.13% | 22 |
|
|
2020
Q3 | $2.09M | Buy |
10,454
+345
| +3% | +$69K | 1.19% | 21 |
|
|
2020
Q2 | $1.95M | Buy |
10,109
+483
| +5% | +$93.3K | 1.19% | 23 |
|
|
2020
Q1 | $1.52M | Buy |
9,626
+65
| +0.7% | +$10.2K | 1.16% | 25 |
|
|
2019
Q4 | $1.81M | Hold |
9,561
| – | – | 1.1% | 24 |
|
|
2019
Q3 | $1.69M | Sell |
9,561
-256
| -3% | -$45.3K | 1.13% | 26 |
|
|
2019
Q2 | $1.73M | Sell |
9,817
-129
| -1% | -$22.8K | 1.21% | 23 |
|
|
2019
Q1 | $1.55M | Sell |
9,946
-25
| -0.3% | -$3.9K | 1.16% | 27 |
|
|
2018
Q4 | $1.32M | Buy |
9,971
+300
| +3% | +$39.6K | 1.4% | 21 |
|
|
2018
Q3 | $1.45M | Hold |
9,671
| – | – | 1.3% | 21 |
|
|
2018
Q2 | $1.32M | Buy |
9,671
+475
| +5% | +$64.9K | 1.22% | 24 |
|
|
2018
Q1 | $1.11M | Buy |
9,196
+1,975
| +27% | +$238K | 1.08% | 30 |
|
|
2017
Q4 | $886K | Buy |
+7,221
| New | +$886K | 0.82% | 36 |
|