OWA
Opal Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
17,859
+6,696
| +60% | +$290K | 0.21% | 55 |
|
|
2025
Q1 | $506K | Buy |
11,163
+1,472
| +15% | +$66.8K | 0.16% | 76 |
|
|
2024
Q4 | $388K | Buy |
9,691
+4,201
| +77% | +$168K | 0.12% | 108 |
|
|
2024
Q3 | $247K | Buy |
5,490
+2,209
| +67% | +$99.2K | 0.08% | 157 |
|
|
2024
Q2 | $135K | Sell |
3,281
-723
| -18% | -$29.8K | 0.04% | 238 |
|
|
2024
Q1 | $168K | Sell |
4,004
-1,789
| -31% | -$75.1K | 0.06% | 178 |
|
|
2023
Q4 | $218K | Sell |
5,793
-1,827
| -24% | -$68.9K | 0.09% | 158 |
|
|
2023
Q3 | $247K | Sell |
7,620
-259
| -3% | -$8.39K | 0.14% | 121 |
|
|
2023
Q2 | $293K | Buy |
7,879
+83
| +1% | +$3.09K | 0.15% | 98 |
|
|
2023
Q1 | $303K | Buy |
7,796
+1,611
| +26% | +$62.7K | 0.18% | 71 |
|
|
2022
Q4 | $244K | Sell |
6,185
-1,371
| -18% | -$54K | 0.13% | 97 |
|
|
2022
Q3 | $287K | Sell |
7,556
-52
| -0.7% | -$1.98K | 0.21% | 67 |
|
|
2022
Q2 | $386K | Buy |
7,608
+1,441
| +23% | +$73.1K | 0.26% | 51 |
|
|
2022
Q1 | $314K | Buy |
6,167
+774
| +14% | +$39.4K | 0.27% | 63 |
|
|
2021
Q4 | $280K | Buy |
5,393
+142
| +3% | +$7.37K | 0.18% | 90 |
|
|
2021
Q3 | $284K | Sell |
5,251
-1,689
| -24% | -$91.3K | 0.27% | 56 |
|
|
2021
Q2 | $389K | Buy |
6,940
+512
| +8% | +$28.7K | 0.36% | 41 |
|
|
2021
Q1 | $374K | Buy |
6,428
+1,563
| +32% | +$90.9K | 0.41% | 32 |
|
|
2020
Q4 | $286K | Buy |
+4,865
| New | +$286K | 0.36% | 42 |
|