AWM
Avior Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
40,882
+25,634
| +168% | +$1.12M | 0.06% | 194 |
|
|
2025
Q1 | $700K | Sell |
15,248
-26,797
| -64% | -$1.23M | 0.03% | 331 |
|
|
2024
Q4 | $1.7M | Buy |
42,045
+5,173
| +14% | +$209K | 0.06% | 193 |
|
|
2024
Q3 | $1.67M | Buy |
36,872
+6,388
| +21% | +$289K | 0.07% | 193 |
|
|
2024
Q2 | $1.27M | Sell |
30,484
-7,321
| -19% | -$306K | 0.05% | 227 |
|
|
2024
Q1 | $1.6M | Buy |
37,805
+10,192
| +37% | +$432K | 0.07% | 193 |
|
|
2023
Q4 | $1.07M | Sell |
27,613
-1,624
| -6% | -$62.7K | 0.06% | 198 |
|
|
2023
Q3 | $983K | Sell |
29,237
-2,347
| -7% | -$78.9K | 0.07% | 195 |
|
|
2023
Q2 | $1.2M | Sell |
31,584
-6,557
| -17% | -$249K | 0.08% | 171 |
|
|
2023
Q1 | $1.51M | Buy |
38,141
+2,513
| +7% | +$99.2K | 0.1% | 151 |
|
|
2022
Q4 | $1.42M | Buy |
35,628
+1,204
| +3% | +$48.1K | 0.11% | 144 |
|
|
2022
Q3 | $1.33M | Buy |
34,424
+380
| +1% | +$14.7K | 0.11% | 138 |
|
|
2022
Q2 | $1.72M | Sell |
34,044
-375
| -1% | -$19K | 0.17% | 104 |
|
|
2022
Q1 | $1.75M | Buy |
34,419
+1,548
| +5% | +$78.7K | 0.15% | 116 |
|
|
2021
Q4 | $1.7M | Sell |
32,871
-5,816
| -15% | -$301K | 0.14% | 122 |
|
|
2021
Q3 | $2.08M | Buy |
38,687
+1,354
| +4% | +$72.8K | 0.17% | 107 |
|
|
2021
Q2 | $2.08M | Buy |
37,333
+4,977
| +15% | +$277K | 0.21% | 101 |
|
|
2021
Q1 | $1.86M | Buy |
32,356
+875
| +3% | +$50.4K | 0.2% | 111 |
|
|
2020
Q4 | $1.83M | Buy |
31,481
+1,891
| +6% | +$110K | 0.23% | 97 |
|
|
2020
Q3 | $1.74M | Sell |
29,590
-3,728
| -11% | -$219K | 0.25% | 94 |
|
|
2020
Q2 | $1.82M | Sell |
33,318
-1,080
| -3% | -$59.1K | 0.29% | 86 |
|
|
2020
Q1 | $1.84M | Sell |
34,398
-5,732
| -14% | -$306K | 0.36% | 70 |
|
|
2019
Q4 | $2.44M | Buy |
40,130
+1,986
| +5% | +$121K | 0.39% | 63 |
|
|
2019
Q3 | $2.28M | Sell |
38,144
-904
| -2% | -$54K | 0.4% | 66 |
|
|
2019
Q2 | $2.21M | Buy |
39,048
+3,332
| +9% | +$189K | 0.4% | 66 |
|
|
2019
Q1 | $2.09M | Sell |
35,716
-125
| -0.3% | -$7.32K | 0.44% | 57 |
|
|
2018
Q4 | $2M | Sell |
35,841
-5,579
| -13% | -$311K | 0.48% | 53 |
|
|
2018
Q3 | $2.2M | Buy |
41,420
+86
| +0.2% | +$4.57K | 0.47% | 57 |
|
|
2018
Q2 | $2.08M | Sell |
41,334
-5,706
| -12% | -$287K | 0.47% | 56 |
|
|
2018
Q1 | $2.25M | Buy |
47,040
+16,426
| +54% | +$787K | 0.52% | 48 |
|
|
2017
Q4 | $1.61M | Buy |
30,614
+6,450
| +27% | +$340K | 0.36% | 78 |
|
|
2017
Q3 | $1.2M | Buy |
24,164
+572
| +2% | +$28.5K | 0.4% | 87 |
|
|
2017
Q2 | $1.07M | Sell |
23,592
-431
| -2% | -$19.6K | 0.44% | 76 |
|
|
2017
Q1 | $1.18M | Sell |
24,023
-1,020
| -4% | -$50.1K | 0.39% | 87 |
|
|
2016
Q4 | $1.34M | Sell |
25,043
-209
| -0.8% | -$11.2K | 0.5% | 71 |
|
|
2016
Q3 | $1.31M | Buy |
25,252
+3,445
| +16% | +$179K | 0.51% | 67 |
|
|
2016
Q2 | $1.21M | Buy |
21,807
+270
| +1% | +$15K | 0.51% | 66 |
|
|
2016
Q1 | $1.17M | Buy |
21,537
+2,555
| +13% | +$138K | 0.52% | 69 |
|
|
2015
Q4 | $877K | Buy |
18,982
+960
| +5% | +$44.4K | 0.48% | 73 |
|
|
2015
Q3 | $785K | Buy |
18,022
+16,572
| +1,143% | +$722K | 0.46% | 72 |
|
|
2015
Q2 | $68K | Sell |
1,450
-105
| -7% | -$4.92K | 0.05% | 118 |
|
|
2015
Q1 | $76K | Buy |
1,555
+639
| +70% | +$31.2K | 0.06% | 114 |
|
|
2014
Q4 | $43K | Buy |
916
+3
| +0.3% | +$141 | 0.03% | 145 |
|
|
2014
Q3 | $46K | Buy |
913
+12
| +1% | +$605 | 0.04% | 136 |
|
|
2014
Q2 | $44K | Buy |
901
+2
| +0.2% | +$98 | 0.04% | 140 |
|
|
2014
Q1 | $43K | Buy |
+899
| New | +$43K | 0.04% | 139 |
|