AOWM
Alpha Omega Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Sell |
230,131
-4,862
| -2% | -$210K | 1.78% | 11 |
|
|
2025
Q1 | $10.7M | Sell |
234,993
-6,481
| -3% | -$294K | 2.04% | 5 |
|
|
2024
Q4 | $9.66M | Sell |
241,474
-6,216
| -3% | -$249K | 1.83% | 9 |
|
|
2024
Q3 | $11.1M | Sell |
247,690
-6,149
| -2% | -$276K | 2.04% | 4 |
|
|
2024
Q2 | $10.5M | Buy |
253,839
+3,356
| +1% | +$138K | 2% | 5 |
|
|
2024
Q1 | $10.5M | Buy |
250,483
+12,651
| +5% | +$531K | 1.95% | 8 |
|
|
2023
Q4 | $8.97M | Sell |
237,832
-14,753
| -6% | -$556K | 1.48% | 10 |
|
|
2023
Q3 | $8.19M | Buy |
252,585
+17,967
| +8% | +$582K | 1.41% | 12 |
|
|
2023
Q2 | $8.73M | Buy |
234,618
+21,786
| +10% | +$810K | 1.47% | 10 |
|
|
2023
Q1 | $8.28M | Buy |
212,832
+10,632
| +5% | +$413K | 1.43% | 12 |
|
|
2022
Q4 | $7.97M | Buy |
202,200
+8,076
| +4% | +$318K | 1.42% | 12 |
|
|
2022
Q3 | $7.37M | Sell |
194,124
-2,158
| -1% | -$81.9K | 1.41% | 11 |
|
|
2022
Q2 | $9.96M | Buy |
196,282
+9,621
| +5% | +$488K | 1.78% | 8 |
|
|
2022
Q1 | $9.51M | Buy |
186,661
+8,587
| +5% | +$437K | 1.5% | 10 |
|
|
2021
Q4 | $9.53M | Buy |
178,074
+4,640
| +3% | +$248K | 1.46% | 11 |
|
|
2021
Q3 | $9.37M | Buy |
173,434
+1,384
| +0.8% | +$74.7K | 1.53% | 8 |
|
|
2021
Q2 | $9.64M | Buy |
172,050
+2,019
| +1% | +$113K | 1.58% | 8 |
|
|
2021
Q1 | $9.89M | Buy |
170,031
+54,237
| +47% | +$3.15M | 1.73% | 7 |
|
|
2020
Q4 | $6.8M | Buy |
115,794
+111
| +0.1% | +$6.52K | 1.15% | 10 |
|
|
2020
Q3 | $6.88M | Buy |
115,683
+11,068
| +11% | +$658K | 0.97% | 7 |
|
|
2020
Q2 | $5.77M | Buy |
104,615
+54,378
| +108% | +$3M | 0.88% | 7 |
|
|
2020
Q1 | $2.7M | Buy |
50,237
+709
| +1% | +$38.1K | 0.5% | 38 |
|
|
2019
Q4 | $3.04M | Sell |
49,528
-1,100
| -2% | -$67.5K | 0.49% | 52 |
|
|
2019
Q3 | $3.01M | Buy |
50,628
+25,355
| +100% | +$1.5M | 0.49% | 51 |
|
|
2019
Q2 | $1.44M | Sell |
25,273
-45
| -0.2% | -$2.57K | 0.61% | 52 |
|
|
2019
Q1 | $1.5M | Sell |
25,318
-485
| -2% | -$28.7K | 0.67% | 49 |
|
|
2018
Q4 | $1.45M | Sell |
25,803
-1,084
| -4% | -$61K | 0.73% | 46 |
|
|
2018
Q3 | $1.44M | Sell |
26,887
-336
| -1% | -$17.9K | 0.64% | 49 |
|
|
2018
Q2 | $1.37M | Buy |
27,223
+397
| +1% | +$20K | 0.67% | 47 |
|
|
2018
Q1 | $1.28M | Buy |
26,826
+282
| +1% | +$13.5K | 0.64% | 48 |
|
|
2017
Q4 | $1.41M | Hold |
26,544
| – | – | 0.69% | 45 |
|
|
2017
Q3 | $1.31M | Buy |
26,544
+288
| +1% | +$14.3K | 0.66% | 46 |
|
|
2017
Q2 | $1.17M | Buy |
26,256
+200
| +0.8% | +$8.94K | 0.6% | 48 |
|
|
2017
Q1 | $1.27M | Hold |
26,056
| – | – | 0.68% | 44 |
|
|
2016
Q4 | $1.39M | Buy |
26,056
+25,502
| +4,603% | +$1.36M | 0.73% | 44 |
|
|
2016
Q3 | $29K | Buy |
554
+200
| +56% | +$10.5K | 0.02% | 126 |
|
|
2016
Q2 | $20K | Hold |
354
| – | – | 0.02% | 141 |
|
|
2016
Q1 | $19K | Sell |
354
-558
| -61% | -$29.9K | 0.02% | 140 |
|
|
2015
Q4 | $42K | Buy |
+912
| New | +$42K | 0.04% | 106 |
|