AWM
Accurate Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
40,689
+1,583
| +4% | +$66.5K | 0.26% | 99 |
|
|
2025
Q1 | $1.71M | Buy |
39,106
+1,951
| +5% | +$85.3K | 0.33% | 78 |
|
|
2024
Q4 | $1.41M | Sell |
37,155
-1,096
| -3% | -$41.4K | 0.27% | 88 |
|
|
2024
Q3 | $1.67M | Sell |
38,251
-273
| -0.7% | -$11.9K | 0.34% | 77 |
|
|
2024
Q2 | $1.57M | Buy |
38,524
+4,749
| +14% | +$194K | 0.38% | 69 |
|
|
2024
Q1 | $1.37M | Buy |
33,775
+58
| +0.2% | +$2.35K | 0.4% | 71 |
|
|
2023
Q4 | $1.28M | Sell |
33,717
-2,380
| -7% | -$90.2K | 0.4% | 70 |
|
|
2023
Q3 | $1.14M | Buy |
36,097
+181
| +0.5% | +$5.7K | 0.36% | 70 |
|
|
2023
Q2 | $1.22M | Buy |
35,916
+559
| +2% | +$19K | 0.38% | 62 |
|
|
2023
Q1 | $1.39M | Buy |
35,357
+8,453
| +31% | +$333K | 0.48% | 54 |
|
|
2022
Q4 | $1.13M | Buy |
26,904
+2,352
| +10% | +$98.7K | 0.42% | 53 |
|
|
2022
Q3 | $1.04M | Sell |
24,552
-30,254
| -55% | -$1.28M | 0.43% | 53 |
|
|
2022
Q2 | $2.78M | Buy |
54,806
+3,970
| +8% | +$201K | 1.51% | 10 |
|
|
2022
Q1 | $2.59M | Buy |
50,836
+33,957
| +201% | +$1.73M | 1.16% | 11 |
|
|
2021
Q4 | $934K | Sell |
16,879
-367
| -2% | -$20.3K | 0.76% | 28 |
|
|
2021
Q3 | $977K | Sell |
17,246
-3,496
| -17% | -$198K | 0.85% | 26 |
|
|
2021
Q2 | $1.16M | Buy |
+20,742
| New | +$1.16M | 1.02% | 12 |
|