HNWAG
High Net Worth Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
13,444
-200
| -1% | -$8.65K | 0.15% | 121 |
|
|
2025
Q1 | $619K | Sell |
13,644
-852
| -6% | -$38.6K | 0.17% | 109 |
|
|
2024
Q4 | $580K | Sell |
14,496
-1,656
| -10% | -$66.2K | 0.16% | 116 |
|
|
2024
Q3 | $725K | Hold |
16,152
| – | – | 0.2% | 103 |
|
|
2024
Q2 | $666K | Hold |
16,152
| – | – | 0.2% | 101 |
|
|
2024
Q1 | $678K | Sell |
16,152
-400
| -2% | -$16.8K | 0.21% | 101 |
|
|
2023
Q4 | $624K | Sell |
16,552
-7,560
| -31% | -$285K | 0.23% | 96 |
|
|
2023
Q3 | $781K | Sell |
24,112
-427
| -2% | -$13.8K | 0.31% | 79 |
|
|
2023
Q2 | $913K | Sell |
24,539
-1,392
| -5% | -$51.8K | 0.35% | 70 |
|
|
2023
Q1 | $1.01M | Sell |
25,931
-371
| -1% | -$14.4K | 0.41% | 62 |
|
|
2022
Q4 | $1.04M | Sell |
26,302
-13,907
| -35% | -$548K | 0.4% | 60 |
|
|
2022
Q3 | $1.53M | Sell |
40,209
-1,627
| -4% | -$61.8K | 0.65% | 40 |
|
|
2022
Q2 | $2.12M | Buy |
41,836
+3,670
| +10% | +$186K | 0.88% | 24 |
|
|
2022
Q1 | $1.94M | Buy |
38,166
+2,585
| +7% | +$132K | 0.71% | 36 |
|
|
2021
Q4 | $1.85M | Buy |
+35,581
| New | +$1.85M | 0.65% | 38 |
|