Alpha Omega Wealth Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
2021
Q4
Sell
2021
Q3
$229K Buy
2020
Q4
Sell
2020
Q3
$207K Buy
2020
Q1
Sell
2019
Q4
$257K Buy
2019
Q3
$254K Buy
2019
Q2
$127K Hold
2019
Q1
$132K Hold
2018
Q4
$114K Sell
2018
Q3
$137K Sell
2018
Q2
$145K Buy
2018
Q1
$117K Sell
2017
Q4
$133K Sell
2017
Q3
$149K Hold
2017
Q2
$139K Sell
2017
Q1
$173K Hold
2016
Q4
$144K Hold
2016
Q3
$150K Buy