LWAC
Laurel Wealth Advisors (California)’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.18M | Sell |
80,782
-15,079
| -16% | -$593K | 0.31% | 75 |
|
|
2022
Q3 | $3.64M | Buy |
95,861
+2,959
| +3% | +$112K | 0.39% | 65 |
|
|
2022
Q2 | $4.71M | Sell |
92,902
-3,657
| -4% | -$186K | 0.48% | 49 |
|
|
2022
Q1 | $4.92M | Buy |
96,559
+198
| +0.2% | +$10.1K | 0.41% | 58 |
|
|
2021
Q4 | $5.01M | Buy |
96,361
+18,222
| +23% | +$947K | 0.39% | 58 |
|
|
2021
Q3 | $4.22M | Sell |
78,139
-5,229
| -6% | -$282K | 0.78% | 21 |
|
|
2021
Q2 | $4.67M | Buy |
83,368
+3,361
| +4% | +$188K | 0.61% | 34 |
|
|
2021
Q1 | $4.65M | Sell |
80,007
-1,969
| -2% | -$115K | 0.7% | 30 |
|
|
2020
Q4 | $4.82M | Buy |
81,976
+634
| +0.8% | +$37.2K | 0.71% | 30 |
|
|
2020
Q3 | $4.84M | Sell |
81,342
-424
| -0.5% | -$25.2K | 0.8% | 25 |
|
|
2020
Q2 | $4.51M | Buy |
81,766
+1,664
| +2% | +$91.7K | 0.83% | 27 |
|
|
2020
Q1 | $4.3M | Sell |
80,102
-7,021
| -8% | -$377K | 0.99% | 19 |
|
|
2019
Q4 | $5.35M | Sell |
87,123
-13,150
| -13% | -$807K | 0.9% | 20 |
|
|
2019
Q3 | $6.05M | Buy |
100,273
+7,945
| +9% | +$480K | 1.04% | 14 |
|
|
2019
Q2 | $5.28M | Buy |
92,328
+1,171
| +1% | +$66.9K | 1.16% | 14 |
|
|
2019
Q1 | $5.39M | Sell |
91,157
-2,699
| -3% | -$160K | 1.33% | 8 |
|
|
2018
Q4 | $5.28M | Sell |
93,856
-1,978
| -2% | -$111K | 1.55% | 7 |
|
|
2018
Q3 | $5.12M | Buy |
95,834
+4,953
| +5% | +$264K | 1.26% | 10 |
|
|
2018
Q2 | $4.57M | Buy |
90,881
+1,643
| +2% | +$82.7K | 1.22% | 12 |
|
|
2018
Q1 | $4.27M | Sell |
89,238
-3,893
| -4% | -$186K | 1.32% | 12 |
|
|
2017
Q4 | $4.93M | Buy |
93,131
+5,221
| +6% | +$276K | 1.42% | 9 |
|
|
2017
Q3 | $4.35M | Buy |
87,910
+1,134
| +1% | +$56.1K | 1.46% | 9 |
|
|
2017
Q2 | $3.88M | Buy |
86,776
+9,730
| +13% | +$434K | 1.38% | 12 |
|
|
2017
Q1 | $3.76M | Buy |
77,046
+2,165
| +3% | +$106K | 1.45% | 12 |
|
|
2016
Q4 | $4M | Buy |
74,881
+14,793
| +25% | +$790K | 1.77% | 10 |
|
|
2016
Q3 | $3.12M | Sell |
60,088
-3,701
| -6% | -$192K | 1.48% | 12 |
|
|
2016
Q2 | $3.56M | Sell |
63,789
-1,746
| -3% | -$97.5K | 1.71% | 10 |
|
|
2016
Q1 | $3.54M | Sell |
65,535
-498
| -0.8% | -$26.9K | 1.78% | 8 |
|
|
2015
Q4 | $3.05M | Buy |
+66,033
| New | +$3.05M | 1.58% | 9 |
|