AWM
Ariadne Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
5,715
-2,241
| -28% | -$98K | 0.12% | 176 |
|
|
2025
Q1 | $347K | Buy |
7,956
+1,833
| +30% | +$79.9K | 0.18% | 125 |
|
|
2024
Q4 | $245K | Buy |
+6,123
| New | +$245K | 0.11% | 181 |
|
|
2024
Q3 | – | Sell |
-7,414
| Closed | -$306K | – | 288 |
|
|
2024
Q2 | $306K | Buy |
+7,414
| New | +$306K | 0.24% | 94 |
|