AWA
ARS Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.05M | Buy |
125,731
+7,403
| +6% | +$415K | 1.27% | 23 |
|
|
2021
Q1 | $6.88M | Buy |
118,328
+9,950
| +9% | +$579K | 1.5% | 22 |
|
|
2020
Q4 | $6.37M | Buy |
108,378
+33,515
| +45% | +$1.97M | 1.37% | 18 |
|
|
2020
Q3 | $4.45M | Buy |
74,863
+24,724
| +49% | +$1.47M | 1.22% | 18 |
|
|
2020
Q2 | $2.76M | Buy |
50,139
+6,748
| +16% | +$372K | 0.86% | 22 |
|
|
2020
Q1 | $2.33M | Sell |
43,391
-3,644
| -8% | -$196K | 0.98% | 19 |
|
|
2019
Q4 | $2.89M | Sell |
47,035
-1,613
| -3% | -$99K | 0.84% | 21 |
|
|
2019
Q3 | $2.94M | Buy |
48,648
+45
| +0.1% | +$2.72K | 0.93% | 21 |
|
|
2019
Q2 | $2.78M | Buy |
48,603
+6,260
| +15% | +$358K | 0.88% | 23 |
|
|
2019
Q1 | $2.5M | Sell |
42,343
-4,103
| -9% | -$243K | 0.8% | 23 |
|
|
2018
Q4 | $2.61M | Buy |
46,446
+5,639
| +14% | +$317K | 0.95% | 21 |
|
|
2018
Q3 | $2.18M | Sell |
40,807
-852
| -2% | -$45.5K | 0.73% | 26 |
|
|
2018
Q2 | $2.1M | Sell |
41,659
-11,818
| -22% | -$595K | 0.75% | 23 |
|
|
2018
Q1 | $2.56M | Sell |
53,477
-2,243
| -4% | -$107K | 0.95% | 20 |
|
|
2017
Q4 | $2.95M | Sell |
55,720
-13,546
| -20% | -$717K | 1.09% | 20 |
|
|
2017
Q3 | $3.43M | Buy |
69,266
+1,474
| +2% | +$72.9K | 1.33% | 15 |
|
|
2017
Q2 | $3.03M | Sell |
67,792
-1,702
| -2% | -$76K | 1.22% | 16 |
|
|
2017
Q1 | $3.39M | Buy |
69,494
+590
| +0.9% | +$28.8K | 1.45% | 15 |
|
|
2016
Q4 | $3.68M | Sell |
68,904
-7,793
| -10% | -$416K | 1.65% | 12 |
|
|
2016
Q3 | $3.99M | Sell |
76,697
-2,347
| -3% | -$122K | 1.69% | 12 |
|
|
2016
Q2 | $4.41M | Buy |
79,044
+2,870
| +4% | +$160K | 1.88% | 11 |
|
|
2016
Q1 | $4.12M | Buy |
76,174
+11,226
| +17% | +$607K | 1.93% | 8 |
|
|
2015
Q4 | $3M | Buy |
64,948
+19,588
| +43% | +$905K | 1.55% | 11 |
|
|
2015
Q3 | $1.97M | Sell |
45,360
-1,622
| -3% | -$70.6K | 1% | 14 |
|
|
2015
Q2 | $2.19M | Sell |
46,982
-1,957
| -4% | -$91.2K | 0.97% | 15 |
|
|
2015
Q1 | $2.38M | Sell |
48,939
-5,700
| -10% | -$277K | 1.03% | 14 |
|
|
2014
Q4 | $2.56M | Sell |
54,639
-4,044
| -7% | -$189K | 1.11% | 14 |
|
|
2014
Q3 | $2.93M | Buy |
58,683
+5,829
| +11% | +$291K | 1.37% | 13 |
|
|
2014
Q2 | $2.59M | Sell |
52,854
-2,289
| -4% | -$112K | 1.26% | 13 |
|
|
2014
Q1 | $2.62M | Sell |
55,143
-6,296
| -10% | -$299K | 1.57% | 11 |
|
|
2013
Q4 | $3.02M | Buy |
+61,439
| New | +$3.02M | 1.86% | 12 |
|