AOWM
Alpha Omega Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
10,080
-46
| -0.5% | -$16.3K | 0.64% | 51 |
|
|
2025
Q1 | $3.55M | Buy |
10,126
+196
| +2% | +$68.7K | 0.68% | 49 |
|
|
2024
Q4 | $3.14M | Sell |
9,930
-28
| -0.3% | -$8.85K | 0.59% | 55 |
|
|
2024
Q3 | $2.74M | Sell |
9,958
-268
| -3% | -$73.7K | 0.5% | 69 |
|
|
2024
Q2 | $2.68M | Sell |
10,226
-168
| -2% | -$44.1K | 0.51% | 69 |
|
|
2024
Q1 | $2.9M | Sell |
10,394
-223
| -2% | -$62.2K | 0.54% | 62 |
|
|
2023
Q4 | $2.76M | Sell |
10,617
-19
| -0.2% | -$4.95K | 0.46% | 61 |
|
|
2023
Q3 | $2.45M | Sell |
10,636
-154
| -1% | -$35.4K | 0.42% | 62 |
|
|
2023
Q2 | $2.56M | Sell |
10,790
-35
| -0.3% | -$8.31K | 0.43% | 67 |
|
|
2023
Q1 | $2.44M | Sell |
10,825
-246
| -2% | -$55.5K | 0.42% | 68 |
|
|
2022
Q4 | $2.3M | Hold |
11,071
| – | – | 0.41% | 73 |
|
|
2022
Q3 | $1.97M | Sell |
11,071
-419
| -4% | -$74.4K | 0.38% | 78 |
|
|
2022
Q2 | $2.26M | Sell |
11,490
-496
| -4% | -$97.6K | 0.4% | 70 |
|
|
2022
Q1 | $2.66M | Sell |
11,986
-4
| -0% | -$887 | 0.42% | 69 |
|
|
2021
Q4 | $2.58M | Buy |
11,990
+30
| +0.3% | +$6.45K | 0.4% | 76 |
|
|
2021
Q3 | $2.66M | Sell |
11,960
-210
| -2% | -$46.8K | 0.44% | 68 |
|
|
2021
Q2 | $2.85M | Sell |
12,170
-860
| -7% | -$201K | 0.47% | 68 |
|
|
2021
Q1 | $2.76M | Sell |
13,030
-375
| -3% | -$79.4K | 0.48% | 66 |
|
|
2020
Q4 | $2.93M | Sell |
13,405
-291
| -2% | -$63.6K | 0.5% | 56 |
|
|
2020
Q3 | $2.74M | Sell |
13,696
-22
| -0.2% | -$4.4K | 0.39% | 54 |
|
|
2020
Q2 | $2.65M | Sell |
13,718
-50
| -0.4% | -$9.66K | 0.4% | 52 |
|
|
2020
Q1 | $2.22M | Sell |
13,768
-426
| -3% | -$68.6K | 0.41% | 55 |
|
|
2019
Q4 | $2.67M | Buy |
14,194
+181
| +1% | +$34K | 0.43% | 59 |
|
|
2019
Q3 | $2.51M | Buy |
14,013
+13,918
| +14,651% | +$2.49M | 0.41% | 60 |
|
|
2019
Q2 | $16K | Hold |
95
| – | – | 0.01% | 393 |
|
|
2019
Q1 | $15K | Hold |
95
| – | – | 0.01% | 386 |
|
|
2018
Q4 | $13K | Hold |
95
| – | – | 0.01% | 343 |
|
|
2018
Q3 | $14K | Hold |
95
| – | – | 0.01% | 345 |
|
|
2018
Q2 | $13K | Buy |
+95
| New | +$13K | 0.01% | 357 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$31K | – | 463 |
|
|
2017
Q1 | $31K | Hold |
350
| – | – | 0.02% | 262 |
|
|
2016
Q4 | $27K | Hold |
350
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $29K | Hold |
350
| – | – | 0.02% | 125 |
|
|
2016
Q2 | $26K | Hold |
350
| – | – | 0.02% | 128 |
|
|
2016
Q1 | $27K | Buy |
350
+150
| +75% | +$11.6K | 0.02% | 123 |
|
|
2015
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 143 |
|