AOWM
Alpha Omega Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
+1,089
| New | +$297K | 0.05% | 179 |
|
|
2021
Q4 | – | Sell |
-845
| Closed | -$229K | – | 229 |
|
|
2021
Q3 | $229K | Buy |
+845
| New | +$229K | 0.04% | 207 |
|
|
2020
Q4 | – | Sell |
-825
| Closed | -$207K | – | 213 |
|
|
2020
Q3 | $207K | Buy |
+825
| New | +$207K | 0.03% | 181 |
|
|
2020
Q1 | – | Sell |
-1,579
| Closed | -$257K | – | 194 |
|
|
2019
Q4 | $257K | Buy |
1,579
+5
| +0.3% | +$814 | 0.04% | 182 |
|
|
2019
Q3 | $254K | Buy |
1,574
+739
| +89% | +$119K | 0.04% | 186 |
|
|
2019
Q2 | $127K | Hold |
835
| – | – | 0.05% | 170 |
|
|
2019
Q1 | $132K | Hold |
835
| – | – | 0.06% | 166 |
|
|
2018
Q4 | $114K | Sell |
835
-25
| -3% | -$3.41K | 0.06% | 165 |
|
|
2018
Q3 | $137K | Sell |
860
-200
| -19% | -$31.9K | 0.06% | 159 |
|
|
2018
Q2 | $145K | Buy |
1,060
+50
| +5% | +$6.84K | 0.07% | 147 |
|
|
2018
Q1 | $117K | Sell |
1,010
-290
| -22% | -$33.6K | 0.06% | 153 |
|
|
2017
Q4 | $133K | Sell |
1,300
-300
| -19% | -$30.7K | 0.07% | 151 |
|
|
2017
Q3 | $149K | Hold |
1,600
| – | – | 0.07% | 144 |
|
|
2017
Q2 | $139K | Sell |
1,600
-500
| -24% | -$43.4K | 0.07% | 150 |
|
|
2017
Q1 | $173K | Hold |
2,100
| – | – | 0.09% | 136 |
|
|
2016
Q4 | $144K | Hold |
2,100
| – | – | 0.08% | 154 |
|
|
2016
Q3 | $150K | Buy |
+2,100
| New | +$150K | 0.12% | 73 |
|