BSTWA
Blake Schutter Theil Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
7,334
-5,400
| -42% | -$234K | 0.36% | 80 |
|
|
2025
Q1 | $578K | Sell |
12,734
-110
| -0.9% | -$4.99K | 0.66% | 45 |
|
|
2024
Q4 | $514K | Sell |
12,844
-1,422
| -10% | -$56.9K | 0.54% | 48 |
|
|
2024
Q3 | $641K | Buy |
+14,266
| New | +$641K | 0.46% | 63 |
|