AOWM
Alpha Omega Wealth Management’s Kyndryl KD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
33,471
-728
| -2% | -$30.5K | 0.25% | 99 |
|
|
2025
Q1 | $1.07M | Sell |
34,199
-41,979
| -55% | -$1.32M | 0.21% | 107 |
|
|
2024
Q4 | $2.64M | Sell |
76,178
-7,158
| -9% | -$248K | 0.5% | 70 |
|
|
2024
Q3 | $1.92M | Sell |
83,336
-3,986
| -5% | -$91.6K | 0.35% | 86 |
|
|
2024
Q2 | $2.3M | Sell |
87,322
-7,985
| -8% | -$210K | 0.44% | 78 |
|
|
2024
Q1 | $2.07M | Buy |
95,307
+730
| +0.8% | +$15.9K | 0.39% | 81 |
|
|
2023
Q4 | $1.97M | Sell |
94,577
-5,657
| -6% | -$118K | 0.33% | 82 |
|
|
2023
Q3 | $1.51M | Buy |
100,234
+4,290
| +4% | +$64.8K | 0.26% | 91 |
|
|
2023
Q2 | $1.27M | Buy |
95,944
+6,476
| +7% | +$86K | 0.22% | 98 |
|
|
2023
Q1 | $1.32M | Buy |
89,468
+595
| +0.7% | +$8.78K | 0.23% | 97 |
|
|
2022
Q4 | $988K | Buy |
88,873
+16,082
| +22% | +$179K | 0.18% | 109 |
|
|
2022
Q3 | $602K | Buy |
72,791
+13,022
| +22% | +$108K | 0.11% | 127 |
|
|
2022
Q2 | $585K | Buy |
59,769
+19,541
| +49% | +$191K | 0.1% | 129 |
|
|
2022
Q1 | $528K | Buy |
40,228
+9,405
| +31% | +$123K | 0.08% | 147 |
|
|
2021
Q4 | $557K | Buy |
+30,823
| New | +$557K | 0.09% | 148 |
|