FVWA
Foster Victor Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Buy |
203,600
+5,235
| +3% | +$223K | 0.59% | 71 |
|
|
2025
Q1 | $8.67M | Buy |
198,365
+11,972
| +6% | +$524K | 0.7% | 65 |
|
|
2024
Q4 | $7.23M | Buy |
186,393
+9,042
| +5% | +$351K | 0.55% | 74 |
|
|
2024
Q3 | $7.82M | Buy |
177,351
+6,275
| +4% | +$277K | 0.63% | 71 |
|
|
2024
Q2 | $7.09M | Buy |
+171,076
| New | +$7.09M | 0.59% | 67 |
|
|
2024
Q1 | – | Sell |
-5,144
| Closed | -$206K | – | 180 |
|
|
2023
Q4 | $206K | Buy |
+5,144
| New | +$206K | 0.02% | 164 |
|
|
2023
Q2 | – | Sell |
-6,449
| Closed | -$256K | – | 173 |
|
|
2023
Q1 | $256K | Sell |
6,449
-483
| -7% | -$19.2K | 0.03% | 136 |
|
|
2022
Q4 | $292K | Buy |
+6,932
| New | +$292K | 0.04% | 122 |
|
|
2022
Q3 | – | Sell |
-72,590
| Closed | -$3.74M | – | 147 |
|
|
2022
Q2 | $3.74M | Buy |
72,590
+6,266
| +9% | +$323K | 0.56% | 65 |
|
|
2022
Q1 | $3.53M | Buy |
66,324
+10,748
| +19% | +$572K | 0.48% | 68 |
|
|
2021
Q4 | $2.97M | Buy |
55,576
+8,131
| +17% | +$435K | 0.4% | 75 |
|
|
2021
Q3 | $2.56M | Buy |
47,445
+5,007
| +12% | +$270K | 0.41% | 71 |
|
|
2021
Q2 | $2.38M | Buy |
42,438
+7,698
| +22% | +$431K | 0.4% | 75 |
|
|
2021
Q1 | $2M | Buy |
34,740
+6,423
| +23% | +$370K | 0.37% | 75 |
|
|
2020
Q4 | $1.66M | Buy |
28,317
+2,990
| +12% | +$176K | 0.38% | 65 |
|
|
2020
Q3 | $1.51M | Buy |
25,327
+2,629
| +12% | +$156K | 0.41% | 60 |
|
|
2020
Q2 | $1.25M | Buy |
22,698
+1,346
| +6% | +$74.2K | 0.42% | 56 |
|
|
2020
Q1 | $1.21M | Buy |
21,352
+646
| +3% | +$36.7K | 0.53% | 52 |
|
|
2019
Q4 | $1.24M | Buy |
20,706
+4,283
| +26% | +$256K | 0.54% | 51 |
|
|
2019
Q3 | $989K | Buy |
16,423
+6,640
| +68% | +$400K | 0.55% | 45 |
|
|
2019
Q2 | $566K | Sell |
9,783
-2,025
| -17% | -$117K | 0.42% | 49 |
|
|
2019
Q1 | $698K | Buy |
11,808
+549
| +5% | +$32.5K | 0.54% | 39 |
|
|
2018
Q4 | $633K | Buy |
+11,259
| New | +$633K | 0.6% | 22 |
|