SWA
Sax Wealth Advisors’s Aramark ARMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,055
| Closed | -$487K | – | 364 |
|
|
2024
Q4 | $487K | Buy |
13,055
+31
| +0.2% | +$1.16K | 0.04% | 195 |
|
|
2024
Q3 | $504K | Buy |
13,024
+33
| +0.3% | +$1.28K | 0.05% | 156 |
|
|
2024
Q2 | $442K | Buy |
12,991
+58
| +0.4% | +$1.97K | 0.04% | 160 |
|
|
2024
Q1 | $421K | Buy |
12,933
+20
| +0.2% | +$650 | 0.05% | 127 |
|
|
2023
Q4 | $363K | Buy |
12,913
+22
| +0.2% | -$139K | 0.06% | 137 |
|
|
2023
Q3 | $447K | Buy |
+12,891
| New | +$447K | 0.09% | 119 |
|