EWA
EverSource Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
24,365
+1,669
| +7% | +$72.2K | 0.05% | 264 |
|
|
2025
Q1 | $1.03M | Buy |
22,696
+973
| +4% | +$44.1K | 0.06% | 239 |
|
|
2024
Q4 | $869K | Buy |
21,723
+5,391
| +33% | +$216K | 0.05% | 263 |
|
|
2024
Q3 | $734K | Buy |
16,332
+255
| +2% | +$11.5K | 0.05% | 269 |
|
|
2024
Q2 | $651K | Buy |
16,077
+2,517
| +19% | +$102K | 0.04% | 276 |
|
|
2024
Q1 | $536K | Buy |
13,560
+5,634
| +71% | +$223K | 0.04% | 255 |
|
|
2023
Q4 | $299K | Buy |
7,926
+2,760
| +53% | +$104K | 0.03% | 340 |
|
|
2023
Q3 | $167K | Sell |
5,166
-1,329
| -20% | -$43.1K | 0.02% | 436 |
|
|
2023
Q2 | $242K | Sell |
6,495
-2,304
| -26% | -$85.7K | 0.03% | 358 |
|
|
2023
Q1 | $342K | Sell |
8,799
-233
| -3% | -$9.06K | 0.04% | 278 |
|
|
2022
Q4 | $356K | Buy |
9,032
+2,432
| +37% | +$95.8K | 0.05% | 249 |
|
|
2022
Q3 | $250K | Sell |
6,600
-1,171
| -15% | -$44.4K | 0.06% | 266 |
|
|
2022
Q2 | $394K | Buy |
7,771
+981
| +14% | +$49.7K | 0.1% | 179 |
|
|
2022
Q1 | $345K | Buy |
6,790
+745
| +12% | +$37.9K | 0.09% | 193 |
|
|
2021
Q4 | $314K | Buy |
+6,045
| New | +$314K | 0.09% | 167 |
|