AOWM
Alpha Omega Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,952
| Closed | -$202K | – | 203 |
|
|
2024
Q4 | $202K | Sell |
1,952
-25
| -1% | -$2.59K | 0.04% | 200 |
|
|
2024
Q3 | $221K | Buy |
+1,977
| New | +$221K | 0.04% | 194 |
|
|
2019
Q3 | – | Sell |
-1,642
| Closed | -$90K | – | 220 |
|
|
2019
Q2 | $90K | Hold |
1,642
| – | – | 0.04% | 204 |
|
|
2019
Q1 | $82K | Hold |
1,642
| – | – | 0.04% | 201 |
|
|
2018
Q4 | $75K | Hold |
1,642
| – | – | 0.04% | 198 |
|
|
2018
Q3 | $77K | Hold |
1,642
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $71K | Hold |
1,642
| – | – | 0.03% | 199 |
|
|
2018
Q1 | $72K | Buy |
1,642
+821
| +100% | +$36K | 0.04% | 190 |
|
|
2017
Q4 | $72K | Hold |
821
| – | – | 0.04% | 192 |
|
|
2017
Q3 | $67K | Hold |
821
| – | – | 0.03% | 207 |
|
|
2017
Q2 | $64K | Hold |
821
| – | – | 0.03% | 210 |
|
|
2017
Q1 | $59K | Hold |
821
| – | – | 0.03% | 215 |
|
|
2016
Q4 | $57K | Buy |
+821
| New | +$57K | 0.03% | 221 |
|