OWA
Octavia Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
33,609
-6,208
| -16% | -$269K | 0.17% | 57 |
|
|
2025
Q1 | $1.81M | Sell |
39,817
-2,746
| -6% | -$125K | 0.22% | 50 |
|
|
2024
Q4 | $1.7M | Sell |
42,563
-2,734
| -6% | -$109K | 0.21% | 52 |
|
|
2024
Q3 | $2.03M | Sell |
45,297
-9,374
| -17% | -$421K | 0.25% | 45 |
|
|
2024
Q2 | $2.25M | Buy |
54,671
+2,318
| +4% | +$95.6K | 0.31% | 40 |
|
|
2024
Q1 | $2.2M | Sell |
52,353
-5,177
| -9% | -$217K | 0.32% | 39 |
|
|
2023
Q4 | $2.17M | Buy |
57,530
+4,038
| +8% | +$152K | 0.38% | 38 |
|
|
2023
Q3 | $1.73M | Buy |
53,492
+2,911
| +6% | +$94.3K | 0.35% | 44 |
|
|
2023
Q2 | $1.88M | Buy |
50,581
+3,085
| +6% | +$115K | 0.38% | 40 |
|
|
2023
Q1 | $1.85M | Buy |
47,496
+2,787
| +6% | +$108K | 0.42% | 39 |
|
|
2022
Q4 | $1.76M | Sell |
44,709
-1,726
| -4% | -$68K | 0.43% | 42 |
|
|
2022
Q3 | $1.76M | Sell |
46,435
-560
| -1% | -$21.3K | 0.48% | 39 |
|
|
2022
Q2 | $2.38M | Sell |
46,995
-395
| -0.8% | -$20K | 0.62% | 33 |
|
|
2022
Q1 | $2.41M | Buy |
47,390
+4,989
| +12% | +$254K | 0.54% | 36 |
|
|
2021
Q4 | $2.2M | Buy |
42,401
+3,383
| +9% | +$176K | 0.48% | 37 |
|
|
2021
Q3 | $2.11M | Buy |
39,018
+1,901
| +5% | +$103K | 0.54% | 38 |
|
|
2021
Q2 | $2.08M | Buy |
37,117
+198
| +0.5% | +$11.1K | 0.55% | 38 |
|
|
2021
Q1 | $2.15M | Buy |
36,919
+5,140
| +16% | +$299K | 0.64% | 35 |
|
|
2020
Q4 | $1.87M | Buy |
+31,779
| New | +$1.87M | 0.61% | 37 |
|