BWA
Blodgett Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
7,656
| – | – | 0.26% | 44 |
|
|
2025
Q1 | $347K | Sell |
7,656
-1,100
| -13% | -$49.9K | 0.3% | 43 |
|
|
2024
Q4 | $350K | Sell |
8,756
-165
| -2% | -$6.6K | 0.27% | 42 |
|
|
2024
Q3 | $401K | Sell |
8,921
-164
| -2% | -$7.37K | 0.34% | 39 |
|
|
2024
Q2 | $375K | Sell |
9,085
-268
| -3% | -$11.1K | 0.32% | 39 |
|
|
2024
Q1 | $392K | Sell |
9,353
-1,041
| -10% | -$43.7K | 0.35% | 36 |
|
|
2023
Q4 | $392K | Sell |
10,394
-4,605
| -31% | -$174K | 0.4% | 38 |
|
|
2023
Q3 | $486K | Sell |
14,999
-4,838
| -24% | -$157K | 0.53% | 34 |
|
|
2023
Q2 | $738K | Sell |
19,837
-3,721
| -16% | -$138K | 0.76% | 27 |
|
|
2023
Q1 | $916K | Sell |
23,558
-2,672
| -10% | -$104K | 1.06% | 23 |
|
|
2022
Q4 | $1.03M | Sell |
26,230
-5,172
| -16% | -$204K | 1.26% | 21 |
|
|
2022
Q3 | $1.19M | Sell |
31,402
-9,980
| -24% | -$379K | 1.43% | 21 |
|
|
2022
Q2 | $2.1M | Sell |
41,382
-1,355
| -3% | -$68.8K | 2.3% | 9 |
|
|
2022
Q1 | $2.18M | Sell |
42,737
-706
| -2% | -$36K | 1.81% | 10 |
|
|
2021
Q4 | $2.26M | Buy |
+43,443
| New | +$2.26M | 1.75% | 13 |
|