Alpha Omega Wealth Management’s Visa V Stock Holding History

Alpha Omega Wealth Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.58M	Sell
2025 Q1	$3.55M	Buy
2024 Q4	$3.14M	Sell
2024 Q3	$2.74M	Sell
2024 Q2	$2.68M	Sell
2024 Q1	$2.9M	Sell
2023 Q4	$2.76M	Sell
2023 Q3	$2.45M	Sell
2023 Q2	$2.56M	Sell
2023 Q1	$2.44M	Sell
2022 Q4	$2.3M	Hold
2022 Q3	$1.97M	Sell
2022 Q2	$2.26M	Sell
2022 Q1	$2.66M	Sell
2021 Q4	$2.58M	Buy
2021 Q3	$2.66M	Sell
2021 Q2	$2.85M	Sell
2021 Q1	$2.76M	Sell
2020 Q4	$2.93M	Sell
2020 Q3	$2.74M	Sell
2020 Q2	$2.65M	Sell
2020 Q1	$2.22M	Sell
2019 Q4	$2.67M	Buy
2019 Q3	$2.51M	Buy
2019 Q2	$16K	Hold
2019 Q1	$15K	Hold
2018 Q4	$13K	Hold
2018 Q3	$14K	Hold
2018 Q2	$13K	Buy
2017 Q2	–	Sell
2017 Q1	$31K	Hold
2016 Q4	$27K	Hold
2016 Q3	$29K	Hold
2016 Q2	$26K	Hold
2016 Q1	$27K	Buy
2015 Q4	$16K	Buy