AOWM
Alpha Omega Wealth Management’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
19,315
-14
| -0.1% | -$730 | 0.18% | 115 |
|
|
2025
Q1 | $1.41M | Sell |
19,329
-961
| -5% | -$70.3K | 0.27% | 95 |
|
|
2024
Q4 | $1.52M | Sell |
20,290
-78
| -0.4% | -$5.85K | 0.29% | 92 |
|
|
2024
Q3 | $1.61M | Sell |
20,368
-211
| -1% | -$16.7K | 0.3% | 91 |
|
|
2024
Q2 | $1.52M | Buy |
20,579
+16,147
| +364% | +$1.2M | 0.29% | 91 |
|
|
2024
Q1 | $381K | Buy |
4,432
+415
| +10% | +$35.7K | 0.07% | 162 |
|
|
2023
Q4 | $296K | Hold |
4,017
| – | – | 0.05% | 174 |
|
|
2023
Q3 | $298K | Sell |
4,017
-61
| -1% | -$4.52K | 0.05% | 171 |
|
|
2023
Q2 | $305K | Sell |
4,078
-120
| -3% | -$8.97K | 0.05% | 172 |
|
|
2023
Q1 | $286K | Sell |
4,198
-280
| -6% | -$19.1K | 0.05% | 181 |
|
|
2022
Q4 | $288K | Sell |
4,478
-30
| -0.7% | -$1.93K | 0.05% | 183 |
|
|
2022
Q3 | $263K | Hold |
4,508
| – | – | 0.05% | 180 |
|
|
2022
Q2 | $245K | Sell |
4,508
-14
| -0.3% | -$761 | 0.04% | 186 |
|
|
2022
Q1 | $276K | Sell |
4,522
-312
| -6% | -$19K | 0.04% | 187 |
|
|
2021
Q4 | $355K | Sell |
4,834
-107
| -2% | -$7.86K | 0.05% | 175 |
|
|
2021
Q3 | $349K | Buy |
4,941
+10
| +0.2% | +$706 | 0.06% | 175 |
|
|
2021
Q2 | $344K | Sell |
4,931
-256
| -5% | -$17.9K | 0.06% | 179 |
|
|
2021
Q1 | $366K | Sell |
5,187
-50
| -1% | -$3.53K | 0.06% | 169 |
|
|
2020
Q4 | $371K | Hold |
5,237
| – | – | 0.06% | 161 |
|
|
2020
Q3 | $399K | Hold |
5,237
| – | – | 0.06% | 142 |
|
|
2020
Q2 | $354K | Hold |
5,237
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $289K | Hold |
5,237
| – | – | 0.05% | 152 |
|
|
2019
Q4 | $400K | Sell |
5,237
-150
| -3% | -$11.5K | 0.06% | 152 |
|
|
2019
Q3 | $393K | Buy |
+5,387
| New | +$393K | 0.06% | 153 |
|