AWM
Aevitas Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,926
| Closed | -$908K | – | 117 |
|
|
2022
Q3 | $908K | Sell |
23,926
-320
| -1% | -$12.1K | 0.68% | 43 |
|
|
2022
Q2 | $1.23M | Buy |
24,246
+250
| +1% | +$12.7K | 0.83% | 38 |
|
|
2022
Q1 | $1.22M | Buy |
23,996
+6,491
| +37% | +$331K | 0.75% | 40 |
|
|
2021
Q4 | $910K | Sell |
17,505
-870
| -5% | -$45.2K | 0.54% | 54 |
|
|
2021
Q3 | $992K | Buy |
18,375
+96
| +0.5% | +$5.18K | 0.63% | 46 |
|
|
2021
Q2 | $1.02M | Buy |
18,279
+443
| +2% | +$24.8K | 0.65% | 43 |
|
|
2021
Q1 | $1.04M | Buy |
17,836
+334
| +2% | +$19.4K | 0.72% | 41 |
|
|
2020
Q4 | $1.03M | Buy |
17,502
+184
| +1% | +$10.8K | 0.75% | 38 |
|
|
2020
Q3 | $1.03M | Buy |
17,318
+238
| +1% | +$14.2K | 0.85% | 33 |
|
|
2020
Q2 | $942K | Buy |
17,080
+1,083
| +7% | +$59.7K | 0.87% | 31 |
|
|
2020
Q1 | $860K | Buy |
15,997
+212
| +1% | +$11.4K | 0.96% | 28 |
|
|
2019
Q4 | $969K | Buy |
15,785
+636
| +4% | +$39K | 0.91% | 36 |
|
|
2019
Q3 | $914K | Buy |
15,149
+55
| +0.4% | +$3.32K | 0.92% | 34 |
|
|
2019
Q2 | $862K | Sell |
15,094
-956
| -6% | -$54.6K | 0.87% | 35 |
|
|
2019
Q1 | $949K | Buy |
16,050
+1,998
| +14% | +$118K | 0.85% | 35 |
|
|
2018
Q4 | $790K | Buy |
14,052
+53
| +0.4% | +$2.98K | 0.81% | 37 |
|
|
2018
Q3 | $747K | Buy |
13,999
+847
| +6% | +$45.2K | 0.68% | 42 |
|
|
2018
Q2 | $662K | Buy |
13,152
+1,994
| +18% | +$100K | 0.64% | 49 |
|
|
2018
Q1 | $534K | Sell |
11,158
-926
| -8% | -$44.3K | 0.53% | 57 |
|
|
2017
Q4 | $640K | Buy |
+12,084
| New | +$640K | 0.61% | 51 |
|