JWA
JFS Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
22,735
-248
| -1% | -$10.7K | 0.06% | 151 |
|
|
2025
Q1 | $1.04M | Buy |
22,983
+4,911
| +27% | +$223K | 0.07% | 146 |
|
|
2024
Q4 | $723K | Buy |
18,072
+609
| +3% | +$24.4K | 0.05% | 163 |
|
|
2024
Q3 | $784K | Buy |
17,463
+1,465
| +9% | +$65.8K | 0.05% | 166 |
|
|
2024
Q2 | $660K | Buy |
15,998
+3,213
| +25% | +$133K | 0.05% | 142 |
|
|
2024
Q1 | $536K | Buy |
12,785
+1,643
| +15% | +$68.9K | 0.04% | 155 |
|
|
2023
Q4 | $420K | Buy |
11,142
+3,925
| +54% | +$148K | 0.04% | 157 |
|
|
2023
Q3 | $234K | Buy |
7,217
+119
| +2% | +$3.86K | 0.02% | 208 |
|
|
2023
Q2 | $264K | Sell |
7,098
-460
| -6% | -$17.1K | 0.02% | 191 |
|
|
2023
Q1 | $294K | Sell |
7,558
-2,021
| -21% | -$78.6K | 0.03% | 178 |
|
|
2022
Q4 | $377K | Sell |
9,579
-2,022
| -17% | -$79.7K | 0.04% | 164 |
|
|
2022
Q3 | $440K | Sell |
11,601
-528
| -4% | -$20K | 0.05% | 155 |
|
|
2022
Q2 | $616K | Buy |
12,129
+375
| +3% | +$19K | 0.07% | 130 |
|
|
2022
Q1 | $599K | Buy |
11,754
+547
| +5% | +$27.9K | 0.06% | 145 |
|
|
2021
Q4 | $582K | Buy |
11,207
+1,051
| +10% | +$54.6K | 0.05% | 148 |
|
|
2021
Q3 | $549K | Buy |
10,156
+2,845
| +39% | +$154K | 0.06% | 145 |
|
|
2021
Q2 | $410K | Buy |
7,311
+434
| +6% | +$24.3K | 0.06% | 126 |
|
|
2021
Q1 | $400K | Buy |
6,877
+25
| +0.4% | +$1.45K | 0.08% | 114 |
|
|
2020
Q4 | $403K | Buy |
6,852
+124
| +2% | +$7.29K | 0.08% | 107 |
|
|
2020
Q3 | $400K | Sell |
6,728
-477
| -7% | -$28.4K | 0.1% | 98 |
|
|
2020
Q2 | $397K | Sell |
7,205
-266
| -4% | -$14.7K | 0.1% | 96 |
|
|
2020
Q1 | $401K | Sell |
7,471
-33
| -0.4% | -$1.77K | 0.12% | 94 |
|
|
2019
Q4 | $461K | Buy |
7,504
+75
| +1% | +$4.61K | 0.11% | 97 |
|
|
2019
Q3 | $448K | Buy |
7,429
+77
| +1% | +$4.64K | 0.11% | 97 |
|
|
2019
Q2 | $420K | Buy |
7,352
+22
| +0.3% | +$1.26K | 0.11% | 101 |
|
|
2019
Q1 | $433K | Sell |
7,330
-137
| -2% | -$8.09K | 0.11% | 97 |
|
|
2018
Q4 | $420K | Sell |
7,467
-1,610
| -18% | -$90.6K | 0.11% | 95 |
|
|
2018
Q3 | $485K | Buy |
9,077
+4
| +0% | +$214 | 0.12% | 93 |
|
|
2018
Q2 | $456K | Sell |
9,073
-80
| -0.9% | -$4.02K | 0.12% | 92 |
|
|
2018
Q1 | $438K | Sell |
9,153
-420
| -4% | -$20.1K | 0.12% | 95 |
|
|
2017
Q4 | $507K | Sell |
9,573
-1,176
| -11% | -$62.3K | 0.12% | 86 |
|
|
2017
Q3 | $532K | Buy |
10,749
+756
| +8% | +$37.4K | 0.14% | 80 |
|
|
2017
Q2 | $446K | Sell |
9,993
-1,812
| -15% | -$80.9K | 0.12% | 81 |
|
|
2017
Q1 | $630K | Hold |
11,805
| – | – | 0.17% | 82 |
|
|
2016
Q4 | $630K | Buy |
11,805
+388
| +3% | +$20.7K | 0.17% | 82 |
|
|
2016
Q3 | $593K | Buy |
11,417
+85
| +0.8% | +$4.42K | 0.17% | 79 |
|
|
2016
Q2 | $633K | Sell |
11,332
-114
| -1% | -$6.37K | 0.17% | 83 |
|
|
2016
Q1 | $619K | Sell |
11,446
-579
| -5% | -$31.3K | 0.18% | 79 |
|
|
2015
Q4 | $556K | Buy |
12,025
+1,883
| +19% | +$87.1K | 0.16% | 85 |
|
|
2015
Q3 | $441K | Sell |
10,142
-1,456
| -13% | -$63.3K | 0.19% | 69 |
|
|
2015
Q2 | $541K | Buy |
11,598
+264
| +2% | +$12.3K | 0.28% | 54 |
|
|
2015
Q1 | $551K | Buy |
11,334
+882
| +8% | +$42.9K | 0.26% | 54 |
|
|
2014
Q4 | $489K | Buy |
10,452
+513
| +5% | +$24K | 0.08% | 55 |
|
|
2014
Q3 | $497K | Sell |
9,939
-1,619
| -14% | -$81K | 0.09% | 45 |
|
|
2014
Q2 | $566K | Sell |
11,558
-2,374
| -17% | -$116K | 0.1% | 45 |
|
|
2014
Q1 | $663K | Buy |
13,932
+6,551
| +89% | +$312K | 0.37% | 50 |
|
|
2013
Q4 | $363K | Sell |
7,381
-2,068
| -22% | -$102K | 0.16% | 85 |
|
|
2013
Q3 | $441K | Buy |
9,449
+3,273
| +53% | +$153K | 0.21% | 72 |
|
|
2013
Q2 | $311K | Buy |
+6,176
| New | +$311K | 0.16% | 88 |
|