LWA
Lineweaver Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,794
| Closed | -$253K | – | 144 |
|
|
2023
Q2 | $253K | Sell |
6,794
-45,925
| -87% | -$1.71M | 0.07% | 107 |
|
|
2023
Q1 | $2.05M | Buy |
52,719
+5,205
| +11% | +$202K | 0.63% | 37 |
|
|
2022
Q4 | $1.87M | Sell |
47,514
-2,913
| -6% | -$115K | 0.57% | 41 |
|
|
2022
Q3 | $1.92M | Buy |
50,427
+5,484
| +12% | +$208K | 0.62% | 33 |
|
|
2022
Q2 | $2.28M | Buy |
44,943
+5,944
| +15% | +$302K | 0.75% | 25 |
|
|
2022
Q1 | $1.99M | Buy |
38,999
+8,669
| +29% | +$441K | 0.57% | 35 |
|
|
2021
Q4 | $1.58M | Buy |
30,330
+2,596
| +9% | +$135K | 0.45% | 40 |
|
|
2021
Q3 | $1.5M | Buy |
27,734
+5,186
| +23% | +$280K | 0.46% | 40 |
|
|
2021
Q2 | $1.26M | Buy |
22,548
+3,719
| +20% | +$208K | 0.41% | 41 |
|
|
2021
Q1 | $1.09M | Buy |
18,829
+3,774
| +25% | +$219K | 0.39% | 39 |
|
|
2020
Q4 | $884K | Buy |
15,055
+1,327
| +10% | +$77.9K | 0.35% | 37 |
|
|
2020
Q3 | $816K | Buy |
13,728
+2,987
| +28% | +$178K | 0.36% | 35 |
|
|
2020
Q2 | $592K | Buy |
10,741
+2,046
| +24% | +$113K | 0.3% | 38 |
|
|
2020
Q1 | $467K | Buy |
8,695
+1,689
| +24% | +$90.7K | 0.29% | 40 |
|
|
2019
Q4 | $430K | Buy |
+7,006
| New | +$430K | 0.24% | 39 |
|