AWA
Alta Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
5,216
+2
| +0% | +$87 | 0.11% | 109 |
|
|
2025
Q1 | $236K | Sell |
5,214
-293
| -5% | -$13.3K | 0.11% | 124 |
|
|
2024
Q4 | $220K | Sell |
5,507
-278
| -5% | -$11.1K | 0.1% | 124 |
|
|
2024
Q3 | $260K | Buy |
5,785
+5
| +0.1% | +$225 | 0.12% | 113 |
|
|
2024
Q2 | $238K | Buy |
5,780
+6
| +0.1% | +$247 | 0.12% | 113 |
|
|
2024
Q1 | $242K | Buy |
5,774
+5
| +0.1% | +$210 | 0.12% | 117 |
|
|
2023
Q4 | $218K | Buy |
+5,769
| New | +$218K | 0.12% | 121 |
|
|
2023
Q2 | – | Sell |
-5,304
| Closed | -$206K | – | 140 |
|
|
2023
Q1 | $206K | Buy |
+5,304
| New | +$206K | 0.13% | 134 |
|
|
2021
Q2 | – | Sell |
-7,929
| Closed | -$461K | – | 145 |
|
|
2021
Q1 | $461K | Sell |
7,929
-234
| -3% | -$13.6K | 0.39% | 92 |
|
|
2020
Q4 | $480K | Buy |
+8,163
| New | +$480K | 0.4% | 86 |
|