CWA
Canvas Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
5,634
-504
| -8% | -$21.3K | 0.05% | 178 |
|
|
2025
Q1 | $265K | Buy |
6,138
+529
| +9% | +$22.8K | 0.07% | 150 |
|
|
2024
Q4 | $224K | Sell |
5,609
-1,379
| -20% | -$55.1K | 0.06% | 158 |
|
|
2024
Q3 | $314K | Sell |
6,988
-101
| -1% | -$4.54K | 0.09% | 125 |
|
|
2024
Q2 | $284K | Buy |
7,089
+148
| +2% | +$5.93K | 0.09% | 115 |
|
|
2024
Q1 | $276K | Sell |
6,941
-3,192
| -32% | -$127K | 0.09% | 110 |
|
|
2023
Q4 | $391K | Sell |
10,133
-6,281
| -38% | -$242K | 0.14% | 83 |
|
|
2023
Q3 | $518K | Sell |
16,414
-583
| -3% | -$18.4K | 0.21% | 62 |
|
|
2023
Q2 | $578K | Sell |
16,997
-415
| -2% | -$14.1K | 0.21% | 63 |
|
|
2023
Q1 | $675K | Buy |
17,412
+8,670
| +99% | +$336K | 0.28% | 56 |
|
|
2022
Q4 | $349K | Buy |
+8,742
| New | +$349K | 0.15% | 103 |
|
|
2022
Q2 | – | Sell |
-6,061
| Closed | -$286K | – | 147 |
|
|
2022
Q1 | $286K | Sell |
6,061
-22,886
| -79% | -$1.08M | 0.1% | 117 |
|
|
2021
Q4 | $1.5M | Buy |
28,947
+7,088
| +32% | +$368K | 0.54% | 45 |
|
|
2021
Q3 | $1.18M | Buy |
21,859
+4,885
| +29% | +$264K | 0.48% | 51 |
|
|
2021
Q2 | $951K | Buy |
16,974
+3,120
| +23% | +$175K | 0.43% | 54 |
|
|
2021
Q1 | $797K | Buy |
+13,854
| New | +$797K | 0.46% | 53 |
|