AWM
Activest Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
5,048
-6
| -0.1% | -$260 | 0.05% | 94 |
|
|
2025
Q1 | $229K | Buy |
5,054
+299
| +6% | +$13.6K | 0.06% | 85 |
|
|
2024
Q4 | $190K | Sell |
4,755
-153
| -3% | -$6.12K | 0.05% | 88 |
|
|
2024
Q3 | $220K | Buy |
4,908
+708
| +17% | +$31.8K | 0.07% | 77 |
|
|
2024
Q2 | $173K | Buy |
+4,200
| New | +$173K | 0.06% | 91 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$22.6K | – | 460 |
|
|
2023
Q4 | $22.6K | Buy |
+600
| New | +$22.6K | 0.01% | 137 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 526 |
|
|
2023
Q1 | – | Sell |
-4,930
| Closed | -$194K | – | 567 |
|
|
2022
Q4 | $194K | Sell |
4,930
-1,155
| -19% | -$45.5K | 0.06% | 89 |
|
|
2022
Q3 | $231K | Buy |
+6,085
| New | +$231K | 0.07% | 72 |
|