AWC
Abundance Wealth Counselors’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.88M | Sell |
66,756
-281
| -0.4% | -$12.1K | 0.54% | 33 |
|
2025
Q1 | $3.03M | Buy |
67,037
+7,777
| +13% | +$352K | 0.63% | 28 |
|
2024
Q4 | $2.37M | Sell |
59,260
-4,001
| -6% | -$160K | 0.52% | 28 |
|
2024
Q3 | $2.84M | Buy |
63,261
+2,114
| +3% | +$94.9K | 0.59% | 23 |
|
2024
Q2 | $2.52M | Sell |
61,147
-7,975
| -12% | -$329K | 1.16% | 16 |
|
2024
Q1 | $2.9M | Buy |
69,122
+11,151
| +19% | +$468K | 0.67% | 23 |
|
2023
Q4 | $2.19M | Sell |
57,971
-10,859
| -16% | -$409K | 0.57% | 28 |
|
2023
Q3 | $2.23M | Buy |
68,830
+2,864
| +4% | +$92.8K | 0.64% | 26 |
|
2023
Q2 | $2.45M | Buy |
65,966
+8
| +0% | +$297 | 1.27% | 11 |
|
2023
Q1 | $2.57M | Buy |
65,958
+9,963
| +18% | +$387K | 0.65% | 19 |
|
2022
Q4 | $2.21M | Sell |
55,995
-12,939
| -19% | -$510K | 0.6% | 27 |
|
2022
Q3 | $2.62M | Buy |
68,934
+3,658
| +6% | +$139K | 0.75% | 18 |
|
2022
Q2 | $3.31M | Sell |
65,276
-1,960
| -3% | -$99.5K | 0.9% | 16 |
|
2022
Q1 | $3.43M | Buy |
67,236
+4,727
| +8% | +$241K | 0.93% | 15 |
|
2021
Q4 | $3.25M | Buy |
62,509
+3,205
| +5% | +$167K | 0.83% | 15 |
|
2021
Q3 | $3.2M | Buy |
+59,304
| New | +$3.2M | 1.87% | 7 |
|
2021
Q2 | – | Sell |
-37,322
| Closed | -$2.17M | – | 334 |
|
2021
Q1 | $2.17M | Buy |
37,322
+5,133
| +16% | +$298K | 0.54% | 15 |
|
2020
Q4 | $1.89M | Buy |
32,189
+2,019
| +7% | +$119K | 0.47% | 16 |
|
2020
Q3 | $1.8M | Buy |
30,170
+5,541
| +22% | +$330K | 0.52% | 15 |
|
2020
Q2 | $1.36M | Buy |
24,629
+16,334
| +197% | +$901K | 0.41% | 16 |
|
2020
Q1 | $446K | Buy |
8,295
+2,715
| +49% | +$146K | 0.15% | 19 |
|
2019
Q4 | $343K | Buy |
5,580
+750
| +16% | +$46.1K | 0.1% | 23 |
|
2019
Q3 | $292K | Buy |
+4,830
| New | +$292K | 0.09% | 24 |
|