MAWCM
Mine & Arao Wealth Creation & Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
8,216
-240
| -3% | -$10.4K | 0.16% | 55 |
|
|
2025
Q1 | $384K | Sell |
8,456
-35
| -0.4% | -$1.59K | 0.19% | 51 |
|
|
2024
Q4 | $340K | Sell |
8,491
-804
| -9% | -$32.2K | 0.16% | 54 |
|
|
2024
Q3 | $417K | Sell |
9,295
-434
| -4% | -$19.5K | 0.19% | 52 |
|
|
2024
Q2 | $401K | Buy |
9,729
+774
| +9% | +$31.9K | 0.2% | 51 |
|
|
2024
Q1 | $376K | Sell |
8,955
-216
| -2% | -$9.06K | 0.19% | 53 |
|
|
2023
Q4 | $346K | Buy |
9,171
+1,046
| +13% | +$39.4K | 0.19% | 53 |
|
|
2023
Q3 | $263K | Sell |
8,125
-2,729
| -25% | -$88.4K | 0.16% | 58 |
|
|
2023
Q2 | $404K | Sell |
10,854
-189
| -2% | -$7.03K | 0.24% | 48 |
|
|
2023
Q1 | $429K | Buy |
11,043
+3,689
| +50% | +$143K | 0.28% | 44 |
|
|
2022
Q4 | $290K | Sell |
7,354
-4,404
| -37% | -$174K | 0.21% | 53 |
|
|
2022
Q3 | $446K | Sell |
11,758
-1,797
| -13% | -$68.2K | 0.33% | 38 |
|
|
2022
Q2 | $688K | Buy |
13,555
+128
| +1% | +$6.5K | 0.48% | 28 |
|
|
2022
Q1 | $684K | Buy |
13,427
+886
| +7% | +$45.1K | 0.4% | 32 |
|
|
2021
Q4 | $652K | Sell |
12,541
-8,816
| -41% | -$458K | 0.36% | 38 |
|
|
2021
Q3 | $1.15M | Buy |
21,357
+1,319
| +7% | +$71.3K | 0.69% | 22 |
|
|
2021
Q2 | $1.12M | Buy |
20,038
+955
| +5% | +$53.5K | 0.68% | 22 |
|
|
2021
Q1 | $1.11M | Buy |
19,083
+822
| +5% | +$47.8K | 0.74% | 19 |
|
|
2020
Q4 | $1.07M | Buy |
18,261
+5,802
| +47% | +$341K | 0.77% | 17 |
|
|
2020
Q3 | $741K | Buy |
12,459
+36
| +0.3% | +$2.14K | 0.61% | 26 |
|
|
2020
Q2 | $685K | Buy |
12,423
+2
| +0% | +$110 | 0.64% | 25 |
|
|
2020
Q1 | $667K | Sell |
12,421
-449
| -3% | -$24.1K | 0.77% | 21 |
|
|
2019
Q4 | $790K | Buy |
+12,870
| New | +$790K | 0.74% | 22 |
|