APWM
Atlas Private Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,733
| Closed | -$1.04M | – | 123 |
|
|
2023
Q1 | $1.04M | Buy |
26,733
+2,838
| +12% | +$110K | 0.63% | 55 |
|
|
2022
Q4 | $941K | Buy |
23,895
+2,404
| +11% | +$94.7K | 0.43% | 54 |
|
|
2022
Q3 | $816K | Buy |
21,491
+2,012
| +10% | +$76.4K | 0.59% | 55 |
|
|
2022
Q2 | $989K | Sell |
19,479
-392
| -2% | -$19.9K | 0.68% | 47 |
|
|
2022
Q1 | $1.01M | Buy |
19,871
+52
| +0.3% | +$2.65K | 0.59% | 55 |
|
|
2021
Q4 | $1.03M | Sell |
19,819
-2,230
| -10% | -$116K | 0.57% | 56 |
|
|
2021
Q3 | $1.19M | Sell |
22,049
-1,794
| -8% | -$96.9K | 0.73% | 47 |
|
|
2021
Q2 | $1.34M | Buy |
23,843
+1,695
| +8% | +$95K | 0.82% | 37 |
|
|
2021
Q1 | $1.29M | Sell |
22,148
-415
| -2% | -$24.1K | 0.82% | 38 |
|
|
2020
Q4 | $1.33M | Buy |
22,563
+879
| +4% | +$51.7K | 0.94% | 34 |
|
|
2020
Q3 | $1.29M | Sell |
21,684
-6,283
| -22% | -$374K | 1.01% | 31 |
|
|
2020
Q2 | $1.54M | Sell |
27,967
-432
| -2% | -$23.8K | 1.24% | 21 |
|
|
2020
Q1 | $1.53M | Buy |
28,399
+1,648
| +6% | +$88.6K | 1.41% | 17 |
|
|
2019
Q4 | $1.64M | Buy |
+26,751
| New | +$1.64M | 1.26% | 22 |
|