GWA
Gratus Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,529
| Closed | -$205K | – | 138 |
|
|
2025
Q1 | $205K | Buy |
+4,529
| New | +$205K | 0.03% | 125 |
|
|
2024
Q4 | – | Sell |
-5,929
| Closed | -$260K | – | 133 |
|
|
2024
Q3 | $260K | Sell |
5,929
-146
| -2% | -$6.4K | 0.04% | 125 |
|
|
2024
Q2 | $253K | Sell |
6,075
-414
| -6% | -$17.2K | 0.04% | 123 |
|
|
2024
Q1 | $260K | Buy |
+6,489
| New | +$260K | 0.05% | 118 |
|