GWAM
Guardian Wealth Advisors (Minnesota)’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,047
| Closed | -$249K | – | 84 |
|
|
2024
Q2 | $249K | Sell |
6,047
-407
| -6% | -$16.8K | 0.16% | 68 |
|
|
2024
Q1 | $271K | Buy |
6,454
+526
| +9% | +$22.1K | 0.18% | 66 |
|
|
2023
Q4 | $223K | Buy |
+5,928
| New | +$223K | 0.16% | 69 |
|
|
2023
Q3 | – | Sell |
-5,906
| Closed | -$220K | – | 73 |
|
|
2023
Q2 | $220K | Buy |
5,906
+89
| +2% | +$3.31K | 0.16% | 66 |
|
|
2023
Q1 | $226K | Buy |
5,817
+424
| +8% | +$16.5K | 0.18% | 65 |
|
|
2022
Q4 | $213K | Buy |
+5,393
| New | +$213K | 0.19% | 62 |
|
|
2022
Q3 | – | Sell |
-4,049
| Closed | -$205K | – | 63 |
|
|
2022
Q2 | $205K | Buy |
4,049
+45
| +1% | +$2.28K | 0.19% | 63 |
|
|
2022
Q1 | $204K | Sell |
4,004
-78
| -2% | -$3.97K | 0.17% | 63 |
|
|
2021
Q4 | $212K | Buy |
4,082
+255
| +7% | +$13.2K | 0.17% | 65 |
|
|
2021
Q3 | $207K | Buy |
3,827
+46
| +1% | +$2.49K | 0.18% | 60 |
|
|
2021
Q2 | $212K | Buy |
3,781
+148
| +4% | +$8.3K | 0.18% | 64 |
|
|
2021
Q1 | $211K | Buy |
3,633
+129
| +4% | +$7.49K | 0.2% | 62 |
|
|
2020
Q4 | $206K | Buy |
+3,504
| New | +$206K | 0.2% | 63 |
|