Institutions / Pension & Wealth Management Advisors, Inc. / Activity
Activity — Pension & Wealth Management Advisors, Inc.
4,631 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2024 as of | Add | 808524722 Common stock | $21.21M | +749K +140.34% | 1,282,972 9.79% of portfolio | medium |
| Q2 2023 as of | Trim | NVIDIA Corp Common stock | $-18.04M | -3K -93.73% | 189 0.33% of portfolio | medium |
| Q4 2024 as of | Add | 922908769 Common stock | $15.34M | +53K +29572.07% | 53,113 4.15% of portfolio | medium |
| Q2 2024 as of | Add | 316188309 Common stock | $13.86M | +309K +329.30% | 402,214 4.87% of portfolio | medium |
| Q2 2023 as of | Trim | iShares MSCI UAE ETF Common stock | $-13.25M | -30K -84.17% | 5,703 0.67% of portfolio | medium |
| Q1 2024 as of | Trim | 316188309 Common stock | $-12.43M | -274K -74.55% | 93,690 1.14% of portfolio | medium |
| Q1 2023 as of | Add | 316188309 Common stock | $12.27M | +267K +1908.74% | 280,762 3.48% of portfolio | medium |
| Q2 2023 as of | Trim | 921908844 Common stock | $-12.13M | -16K -79.79% | 4,008 0.83% of portfolio | medium |
| Q1 2024 as of | Add | 808524722 Common stock | $11.75M | +232K +55.94% | 646,726 8.84% of portfolio | medium |
| Q3 2025 as of | Trim | 97717X669 Common stock | $-10.80M | -121K -50.84% | 117,413 2.82% of portfolio | medium |
| Q1 2023 as of | Trim | 464287226 Common stock | $-10.51M | -105K -93.12% | 7,793 0.21% of portfolio | medium |
| Q2 2024 as of | Add | 78467V848 Common stock | $9.62M | +242K +527.10% | 288,202 3.09% of portfolio | medium |
| Q1 2024 as of | Trim | 78467V848 Common stock | $-9.46M | -236K -83.71% | 45,958 0.50% of portfolio | medium |
| Q1 2025 as of | Trim | 808524722 Common stock | $-9.42M | -350K -27.28% | 933,018 6.77% of portfolio | medium |
| Q3 2025 as of | Add | 808524722 Common stock | $7.93M | +247K +25.99% | 1,196,453 10.36% of portfolio | medium |
| Q3 2025 as of | New | 14021M107 Common stock | $7.68M | +228K | 227,798 2.07% of portfolio | medium |
| Q4 2024 as of | Trim | iShares MSCI UAE ETF Common stock | $-7.41M | -112K -87.65% | 15,779 0.28% of portfolio | medium |
| Q3 2024 as of | Add | 78467V848 Common stock | $7.28M | +176K +61.03% | 464,103 5.18% of portfolio | medium |
| Q3 2023 as of | Add | 808524722 Common stock | $7.16M | +173K +113.71% | 325,965 3.63% of portfolio | medium |
| Q1 2025 as of | Add | iShares MSCI UAE ETF Common stock | $6.63M | +95K +602.26% | 110,809 2.09% of portfolio | medium |
| Q3 2024 as of | Trim | 808524722 Common stock | $-6.28M | -114K -17.54% | 533,815 7.96% of portfolio | medium |
| Q1 2024 as of | Trim | 97717X669 Common stock | $-5.60M | -73K -38.31% | 118,277 2.43% of portfolio | medium |
| Q2 2023 as of | Trim | 78467V848 Common stock | $-5.54M | -92K -27.86% | 239,551 3.87% of portfolio | medium |
| Q2 2023 as of | Trim | 97717X669 Common stock | $-5.49M | -56K -32.04% | 118,682 3.14% of portfolio | medium |
| Q2 2023 as of | Trim | 316188309 Common stock | $-5.49M | -81K -28.84% | 199,784 3.65% of portfolio | medium |
| Q4 2023 as of | Trim | iShares MSCI UAE ETF Common stock | $-5.46M | -55K -99.28% | 399 0.01% of portfolio | medium |
| Q1 2025 as of | Add | 922908769 Common stock | $5.34M | +19K +36.56% | 72,533 5.38% of portfolio | medium |
| Q2 2024 as of | Trim | 92206C870 Common stock | $-5.30M | -66K -99.47% | 352 <0.01% of portfolio | medium |
| Q2 2023 as of | Trim | 808524722 Common stock | $-5.29M | -83K -35.33% | 152,527 2.61% of portfolio | medium |
| Q3 2023 as of | Trim | 922908751 Common stock | $-5.25M | -27K -99.78% | 60 <0.01% of portfolio | medium |
| Q3 2024 as of | Add | 97717X669 Common stock | $5.13M | +62K +51.98% | 180,237 4.04% of portfolio | medium |
| Q3 2023 as of | Add | 316188309 Common stock | $5.10M | +117K +58.58% | 316,808 3.72% of portfolio | medium |
| Q3 2023 as of | Add | iShares MSCI UAE ETF Common stock | $4.86M | +55K +8918.21% | 55,462 1.33% of portfolio | low |
| Q2 2023 as of | Trim | 316092204 Common stock | $-4.85M | -11K -87.93% | 1,554 0.18% of portfolio | low |
| Q4 2023 as of | Add | 92206C870 Common stock | $4.80M | +59K +1474.43% | 63,056 1.38% of portfolio | low |
| Q2 2023 as of | Trim | iShares MSCI UAE ETF Common stock | $-4.77M | -52K -30.26% | 119,412 2.96% of portfolio | low |
| Q3 2023 as of | Trim | 26922A420 Common stock | $-4.72M | -98K -99.99% | 5 <0.01% of portfolio | low |
| Q3 2023 as of | Trim | Amazon.com Inc Common stock | $-4.72M | -37K -94.44% | 2,186 0.07% of portfolio | low |
| Q2 2023 as of | Trim | Warren E. Buffett Common stock | $-4.72M | -5K -66.64% | 2,285 0.64% of portfolio | low |
| Q2 2023 as of | Trim | 922042858 Common stock | $-4.39M | -88K -97.15% | 2,591 0.03% of portfolio | low |
| Q4 2023 as of | Trim | 922908512 Common stock | $-4.10M | -28K -83.60% | 5,547 0.22% of portfolio | low |
| Q4 2023 as of | Add | 808524722 Common stock | $4.09M | +89K +27.23% | 414,737 5.15% of portfolio | low |
| Q3 2023 as of | Add | 97717X669 Common stock | $4.02M | +63K +53.41% | 182,073 3.12% of portfolio | low |
| Q2 2025 as of | Add | 316188309 Common stock | $3.94M | +86K +19.06% | 538,516 6.64% of portfolio | low |
| Q2 2023 as of | Trim | 922908512 Common stock | $-3.93M | -17K -42.59% | 22,993 1.43% of portfolio | low |
| Q3 2025 as of | Add | 092528504 Common stock | $3.93M | +76K +595.36% | 88,325 1.24% of portfolio | low |
| Q3 2023 as of | Trim | International Business Machines Corp Common stock | $-3.91M | -28K -97.86% | 608 0.02% of portfolio | low |
| Q2 2025 as of | Add | 78467V848 Common stock | $3.90M | +97K +20.11% | 581,054 6.28% of portfolio | low |
| Q3 2023 as of | Trim | Tesla Inc Common stock | $-3.79M | -15K -99.02% | 150 0.01% of portfolio | low |
| Q2 2023 as of | Add | 97717W281 Common stock | $3.49M | +50K +1290.35% | 53,473 1.01% of portfolio | low |