EWS
Evergreen Wealth Solutions’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
31,225
-2,275
| -7% | -$98.4K | 0.81% | 27 |
|
|
2025
Q1 | $1.52M | Sell |
33,500
-7,061
| -17% | -$320K | 1.02% | 18 |
|
|
2024
Q4 | $1.62M | Buy |
40,561
+362
| +0.9% | +$14.5K | 1.13% | 15 |
|
|
2024
Q3 | $1.81M | Sell |
40,199
-4,960
| -11% | -$223K | 1.23% | 12 |
|
|
2024
Q2 | $1.86M | Sell |
45,159
-7,858
| -15% | -$324K | 1.32% | 12 |
|
|
2024
Q1 | $2.22M | Sell |
53,017
-4,001
| -7% | -$168K | 1.65% | 8 |
|
|
2023
Q4 | $2.15M | Buy |
57,018
+1,116
| +2% | +$42.1K | 1.84% | 8 |
|
|
2023
Q3 | $1.81M | Buy |
55,902
+18,165
| +48% | +$589K | 1.83% | 8 |
|
|
2023
Q2 | $1.4M | Sell |
37,737
-568
| -1% | -$21.1K | 1.42% | 18 |
|
|
2023
Q1 | $1.49M | Buy |
38,305
+2,505
| +7% | +$97.4K | 1.72% | 13 |
|
|
2022
Q4 | $1.41M | Buy |
35,800
+5,215
| +17% | +$206K | 1.86% | 16 |
|
|
2022
Q3 | $1.16M | Buy |
30,585
+1,300
| +4% | +$49.3K | 1.65% | 20 |
|
|
2022
Q2 | $1.49M | Sell |
29,285
-443
| -1% | -$22.5K | 1.82% | 10 |
|
|
2022
Q1 | $1.51M | Buy |
29,728
+2,884
| +11% | +$147K | 1.47% | 16 |
|
|
2021
Q4 | $1.4M | Buy |
+26,844
| New | +$1.4M | 1.26% | 20 |
|