JWCA
J.W. Cole Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
386,662
+62,889
| +19% | +$2.72M | 0.36% | 46 |
|
|
2025
Q1 | $14.7M | Buy |
323,773
+116,284
| +56% | +$5.27M | 0.46% | 34 |
|
|
2024
Q4 | $8.3M | Sell |
207,489
-3,899
| -2% | -$156K | 0.34% | 56 |
|
|
2024
Q3 | $9.49M | Sell |
211,388
-5,286
| -2% | -$237K | 0.4% | 43 |
|
|
2024
Q2 | $8.94M | Sell |
216,674
-46,683
| -18% | -$1.93M | 0.42% | 39 |
|
|
2024
Q1 | $11.1M | Buy |
263,357
+3,394
| +1% | +$143K | 0.56% | 29 |
|
|
2023
Q4 | $9.8M | Buy |
259,963
+92,571
| +55% | +$3.49M | 0.57% | 34 |
|
|
2023
Q3 | $5.43M | Buy |
167,392
+2,350
| +1% | +$76.2K | 0.4% | 51 |
|
|
2023
Q2 | $6.14M | Sell |
165,042
-26,396
| -14% | -$982K | 0.44% | 42 |
|
|
2023
Q1 | $7.45M | Buy |
191,438
+14,247
| +8% | +$554K | 0.53% | 33 |
|
|
2022
Q4 | $6.98M | Buy |
177,191
+11,581
| +7% | +$456K | 0.54% | 36 |
|
|
2022
Q3 | $6.29M | Sell |
165,610
-6,858
| -4% | -$260K | 0.52% | 36 |
|
|
2022
Q2 | $8.75M | Buy |
172,468
+699
| +0.4% | +$35.5K | 0.7% | 23 |
|
|
2022
Q1 | $8.75M | Buy |
171,769
+3,451
| +2% | +$176K | 0.59% | 27 |
|
|
2021
Q4 | $8.75M | Sell |
168,318
-9,477
| -5% | -$492K | 0.57% | 27 |
|
|
2021
Q3 | $9.6M | Buy |
177,795
+11,869
| +7% | +$641K | 0.69% | 24 |
|
|
2021
Q2 | $9.3M | Buy |
165,926
+21,614
| +15% | +$1.21M | 0.73% | 17 |
|
|
2021
Q1 | $8.39M | Sell |
144,312
-448
| -0.3% | -$26.1K | 0.81% | 15 |
|
|
2020
Q4 | $8.51M | Sell |
144,760
-212,895
| -60% | -$12.5M | 0.88% | 13 |
|
|
2020
Q3 | $21.3M | Buy |
357,655
+225,792
| +171% | +$13.4M | 1.63% | 4 |
|
|
2020
Q2 | $7.27M | Buy |
131,863
+125,105
| +1,851% | +$6.9M | 1.09% | 16 |
|
|
2020
Q1 | $363K | Sell |
6,758
-123,518
| -95% | -$6.63M | 0.7% | 48 |
|
|
2019
Q4 | $8M | Buy |
+130,276
| New | +$8M | 1.01% | 14 |
|