AWA
Amplius Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,784
| Closed | -$215K | – | 187 |
|
|
2024
Q3 | $215K | Sell |
4,784
-259
| -5% | -$11.6K | 0.02% | 166 |
|
|
2024
Q2 | $208K | Sell |
5,043
-953
| -16% | -$39.3K | 0.02% | 161 |
|
|
2024
Q1 | $252K | Sell |
5,996
-573
| -9% | -$24K | 0.03% | 149 |
|
|
2023
Q4 | $248K | Buy |
6,569
+135
| +2% | +$5.09K | 0.03% | 142 |
|
|
2023
Q3 | $209K | Buy |
6,434
+4
| +0.1% | +$130 | 0.03% | 151 |
|
|
2023
Q2 | $239K | Sell |
6,430
-752
| -10% | -$28K | 0.03% | 143 |
|
|
2023
Q1 | $279K | Sell |
7,182
-56
| -0.8% | -$2.18K | 0.04% | 131 |
|
|
2022
Q4 | $285K | Sell |
7,238
-2,661
| -27% | -$105K | 0.05% | 119 |
|
|
2022
Q3 | $376K | Buy |
9,899
+914
| +10% | +$34.7K | 0.07% | 103 |
|
|
2022
Q2 | $456K | Buy |
8,985
+226
| +3% | +$11.5K | 0.07% | 98 |
|
|
2022
Q1 | $446K | Buy |
8,759
+385
| +5% | +$19.6K | 0.07% | 109 |
|
|
2021
Q4 | $435K | Buy |
+8,374
| New | +$435K | 0.06% | 122 |
|