IWA
IVC Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
8,742
-799
| -8% | -$34.6K | 0.18% | 103 |
|
|
2025
Q1 | $433K | Buy |
9,541
+332
| +4% | +$15.1K | 0.23% | 87 |
|
|
2024
Q4 | $368K | Sell |
9,209
-2,774
| -23% | -$111K | 0.21% | 94 |
|
|
2024
Q3 | $538K | Sell |
11,983
-229
| -2% | -$10.3K | 0.29% | 72 |
|
|
2024
Q2 | $504K | Buy |
12,212
+240
| +2% | +$9.9K | 0.28% | 81 |
|
|
2024
Q1 | $502K | Sell |
11,972
-5,121
| -30% | -$215K | 0.29% | 81 |
|
|
2023
Q4 | $644K | Sell |
17,093
-865
| -5% | -$32.6K | 0.4% | 63 |
|
|
2023
Q3 | $582K | Sell |
17,958
-5,752
| -24% | -$186K | 0.39% | 66 |
|
|
2023
Q2 | $882K | Sell |
23,710
-256
| -1% | -$9.52K | 0.56% | 50 |
|
|
2023
Q1 | $932K | Sell |
23,966
-8,040
| -25% | -$313K | 0.66% | 38 |
|
|
2022
Q4 | $953K | Buy |
32,006
+10,844
| +51% | +$323K | 0.7% | 40 |
|
|
2022
Q3 | $804K | Buy |
21,162
+168
| +0.8% | +$6.38K | 0.65% | 43 |
|
|
2022
Q2 | $1.07M | Buy |
20,994
+278
| +1% | +$14.1K | 0.82% | 29 |
|
|
2022
Q1 | $1.06M | Sell |
20,716
-746
| -3% | -$38K | 0.69% | 35 |
|
|
2021
Q4 | $1.12M | Sell |
21,462
-513
| -2% | -$26.7K | 0.72% | 35 |
|
|
2021
Q3 | $1.19M | Buy |
21,975
+148
| +0.7% | +$7.99K | 0.82% | 32 |
|
|
2021
Q2 | $1.22M | Buy |
21,827
+107
| +0.5% | +$6K | 0.86% | 29 |
|
|
2021
Q1 | $1.26M | Buy |
21,720
+1,002
| +5% | +$58.3K | 0.99% | 26 |
|
|
2020
Q4 | $1.22M | Buy |
+20,718
| New | +$1.22M | 1.16% | 18 |
|