AWM
Avior Wealth Management’s Boston Omaha BOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-535
| Closed | -$7.59K | – | 934 |
|
|
2024
Q4 | $7.59K | Sell |
535
-185
| -26% | -$2.62K | ﹤0.01% | 1713 |
|
|
2024
Q3 | $10.7K | Buy |
720
+10
| +1% | +$149 | ﹤0.01% | 1533 |
|
|
2024
Q2 | $9.56K | Sell |
710
-5
| -0.7% | -$67 | ﹤0.01% | 1526 |
|
|
2024
Q1 | $11.1K | Buy |
715
+5
| +0.7% | +$77 | ﹤0.01% | 1832 |
|
|
2023
Q4 | $11.2K | Hold |
710
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $11.6K | Sell |
710
-1,515
| -68% | -$24.8K | ﹤0.01% | 1018 |
|
|
2023
Q2 | $41.9K | Hold |
2,225
| – | – | ﹤0.01% | 805 |
|
|
2023
Q1 | $52.7K | Hold |
2,225
| – | – | ﹤0.01% | 756 |
|
|
2022
Q4 | $59K | Hold |
2,225
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $51K | Hold |
2,225
| – | – | ﹤0.01% | 600 |
|
|
2022
Q2 | $45K | Hold |
2,225
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $56K | Buy |
2,225
+185
| +9% | +$4.66K | ﹤0.01% | 574 |
|
|
2021
Q4 | $58K | Buy |
2,040
+175
| +9% | +$4.98K | ﹤0.01% | 566 |
|
|
2021
Q3 | $72K | Hold |
1,865
| – | – | 0.01% | 524 |
|
|
2021
Q2 | $59K | Buy |
1,865
+65
| +4% | +$2.06K | 0.01% | 512 |
|
|
2021
Q1 | $53K | Hold |
1,800
| – | – | 0.01% | 518 |
|
|
2020
Q4 | $49K | Buy |
1,800
+1,140
| +173% | +$31K | 0.01% | 493 |
|
|
2020
Q3 | $10K | Buy |
660
+460
| +230% | +$6.97K | ﹤0.01% | 681 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 662 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 647 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 643 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2018
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 628 |
|