AOWM
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Alpha Omega Wealth Management’s Everest Group EG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-583
Closed -$212K 209
2025
Q1
$212K Sell
583
-28
-5% -$10.2K 0.04% 195
2024
Q4
$222K Buy
+611
New +$222K 0.04% 192