FWA
FSM Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
14,325
+1,980
| +16% | +$84.7K | 0.1% | 132 |
|
|
2025
Q1 | $560K | Buy |
12,345
+2,220
| +22% | +$101K | 0.13% | 98 |
|
|
2024
Q4 | $388K | Buy |
10,125
+366
| +4% | +$14K | 0.1% | 118 |
|
|
2024
Q3 | $438K | Buy |
9,759
+836
| +9% | +$37.5K | 0.12% | 102 |
|
|
2024
Q2 | $368K | Sell |
8,923
-839
| -9% | -$34.6K | 0.12% | 101 |
|
|
2024
Q1 | $410K | Buy |
9,762
+294
| +3% | +$12.3K | 0.15% | 99 |
|
|
2023
Q4 | $357K | Buy |
9,468
+1,960
| +26% | +$73.9K | 0.15% | 104 |
|
|
2023
Q3 | $243K | Sell |
7,508
-455
| -6% | -$14.7K | 0.12% | 125 |
|
|
2023
Q2 | $279K | Sell |
7,963
-1,224
| -13% | -$42.8K | 0.14% | 127 |
|
|
2023
Q1 | $357K | Buy |
9,187
+1,324
| +17% | +$51.5K | 0.21% | 100 |
|
|
2022
Q4 | $310K | Sell |
7,863
-1,536
| -16% | -$60.5K | 0.22% | 103 |
|
|
2022
Q3 | $357K | Buy |
9,399
+4,446
| +90% | +$169K | 0.3% | 86 |
|
|
2022
Q2 | $221K | Buy |
+4,953
| New | +$221K | 0.22% | 105 |
|