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Alpha Omega Wealth Management’s Philip Morris PM Stock Holding History

Alpha Omega Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
2025
Q1
$1.31M Buy
2024
Q4
$817K Sell
2024
Q3
$830K Sell
2024
Q2
$757K Sell
2024
Q1
$694K Buy
2023
Q4
$712K Sell
2023
Q3
$706K Sell
2023
Q2
$797K Hold
2023
Q1
$794K Buy
2022
Q4
$822K Sell
2022
Q3
$675K Buy
2022
Q2
$793K Hold
2022
Q1
$754K Hold
2021
Q4
$820K Buy
2021
Q3
$746K Buy
2021
Q2
$721K Buy
2021
Q1
$623K Buy
2020
Q4
$578K Hold
2020
Q3
$524K Sell
2020
Q2
$555K Sell
2020
Q1
$581K Buy
2019
Q4
$676K Hold
2019
Q3
$664K Buy
2019
Q2
$248K Hold
2019
Q1
$279K Buy
2018
Q4
$184K Sell
2018
Q3
$263K Buy
2018
Q2
$253K Sell
2018
Q1
$317K Buy
2017
Q4
$331K Buy
2017
Q3
$320K Sell
2017
Q2
$371K Sell
2017
Q1
$472K Hold
2016
Q4
$383K Buy
2016
Q3
$326K Hold
2016
Q2
$341K Hold
2016
Q1
$329K Hold
2015
Q4
$294K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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