AOWM
Alpha Omega Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Hold |
3,202
| – | – | 0.17% | 119 |
|
|
2025
Q1 | $873K | Hold |
3,202
| – | – | 0.17% | 115 |
|
|
2024
Q4 | $844K | Hold |
3,202
| – | – | 0.16% | 115 |
|
|
2024
Q3 | $968K | Hold |
3,202
| – | – | 0.18% | 114 |
|
|
2024
Q2 | $929K | Hold |
3,202
| – | – | 0.18% | 114 |
|
|
2024
Q1 | $905K | Hold |
3,202
| – | – | 0.17% | 116 |
|
|
2023
Q4 | $831K | Hold |
3,202
| – | – | 0.14% | 119 |
|
|
2023
Q3 | $708K | Hold |
3,202
| – | – | 0.12% | 122 |
|
|
2023
Q2 | $689K | Sell |
3,202
-4
| -0.1% | -$861 | 0.12% | 129 |
|
|
2023
Q1 | $732K | Hold |
3,206
| – | – | 0.13% | 126 |
|
|
2022
Q4 | $795K | Hold |
3,206
| – | – | 0.14% | 122 |
|
|
2022
Q3 | $680K | Sell |
3,206
-160
| -5% | -$33.9K | 0.13% | 123 |
|
|
2022
Q2 | $745K | Sell |
3,366
-232
| -6% | -$51.3K | 0.13% | 119 |
|
|
2022
Q1 | $868K | Hold |
3,598
| – | – | 0.14% | 121 |
|
|
2021
Q4 | $761K | Buy |
3,598
+34
| +1% | +$7.19K | 0.12% | 131 |
|
|
2021
Q3 | $699K | Hold |
3,564
| – | – | 0.11% | 132 |
|
|
2021
Q2 | $671K | Sell |
3,564
-93
| -3% | -$17.5K | 0.11% | 134 |
|
|
2021
Q1 | $664K | Hold |
3,657
| – | – | 0.12% | 133 |
|
|
2020
Q4 | $544K | Sell |
3,657
-517
| -12% | -$76.9K | 0.09% | 133 |
|
|
2020
Q3 | $578K | Hold |
4,174
| – | – | 0.08% | 119 |
|
|
2020
Q2 | $624K | Buy |
4,174
+8
| +0.2% | +$1.2K | 0.09% | 116 |
|
|
2020
Q1 | $551K | Hold |
4,166
| – | – | 0.1% | 117 |
|
|
2019
Q4 | $735K | Buy |
4,166
+83
| +2% | +$14.6K | 0.12% | 119 |
|
|
2019
Q3 | $756K | Buy |
+4,083
| New | +$756K | 0.12% | 119 |
|