OWA
One Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,539
| Closed | -$206K | – | 300 |
|
|
2025
Q1 | $206K | Buy |
+4,539
| New | +$206K | 0.03% | 274 |
|
|
2024
Q4 | – | Sell |
-10,888
| Closed | -$489K | – | 291 |
|
|
2024
Q3 | $489K | Sell |
10,888
-93
| -0.8% | -$4.18K | 0.08% | 133 |
|
|
2024
Q2 | $447K | Buy |
10,981
+48
| +0.4% | +$1.96K | 0.1% | 115 |
|
|
2024
Q1 | $459K | Sell |
10,933
-83
| -0.8% | -$3.48K | 0.08% | 131 |
|
|
2023
Q4 | $415K | Buy |
+11,016
| New | +$415K | 0.08% | 125 |
|
|
2019
Q2 | – | Sell |
-278
| Closed | -$16K | – | 483 |
|
|
2019
Q1 | $16K | Buy |
+278
| New | +$16K | 0.01% | 284 |
|
|
2018
Q4 | – | Sell |
-269
| Closed | -$14K | – | 466 |
|
|
2018
Q3 | $14K | Buy |
269
+123
| +84% | +$6.4K | 0.01% | 341 |
|
|
2018
Q2 | $7K | Buy |
+146
| New | +$7K | 0.01% | 364 |
|
|
2018
Q1 | – | Sell |
-146
| Closed | -$8K | – | 588 |
|
|
2017
Q4 | $8K | Buy |
+146
| New | +$8K | 0.01% | 367 |
|