OWA
Outlook Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,000
| Closed | -$336K | – | 295 |
|
|
2024
Q1 | $336K | Buy |
8,000
+1,259
| +19% | +$52.8K | 0.1% | 189 |
|
|
2023
Q4 | $254K | Buy |
+6,741
| New | +$254K | 0.09% | 193 |
|
|
2022
Q4 | – | Sell |
-12,723
| Closed | -$483K | – | 205 |
|
|
2022
Q3 | $483K | Buy |
12,723
+146
| +1% | +$5.54K | 0.22% | 114 |
|
|
2022
Q2 | $638K | Buy |
12,577
+609
| +5% | +$30.9K | 0.26% | 98 |
|
|
2022
Q1 | $610K | Buy |
11,968
+179
| +2% | +$9.12K | 0.2% | 121 |
|
|
2021
Q4 | $613K | Buy |
11,789
+460
| +4% | +$23.9K | 0.18% | 124 |
|
|
2021
Q3 | $612K | Buy |
11,329
+222
| +2% | +$12K | 0.2% | 121 |
|
|
2021
Q2 | $622K | Sell |
11,107
-186
| -2% | -$10.4K | 0.2% | 130 |
|
|
2021
Q1 | $657K | Buy |
11,293
+2,756
| +32% | +$160K | 0.23% | 108 |
|
|
2020
Q4 | $502K | Sell |
8,537
-456
| -5% | -$26.8K | 0.18% | 128 |
|
|
2020
Q3 | $535K | Buy |
8,993
+719
| +9% | +$42.8K | 0.21% | 108 |
|
|
2020
Q2 | $456K | Sell |
8,274
-1,957
| -19% | -$108K | 0.19% | 108 |
|
|
2020
Q1 | $550K | Sell |
10,231
-3,507
| -26% | -$189K | 0.31% | 71 |
|
|
2019
Q4 | $844K | Sell |
13,738
-775
| -5% | -$47.6K | 0.48% | 44 |
|
|
2019
Q3 | $876K | Sell |
14,513
-1,408
| -9% | -$85K | 0.52% | 45 |
|
|
2019
Q2 | $910K | Sell |
15,921
-902
| -5% | -$51.6K | 0.6% | 42 |
|
|
2019
Q1 | $994K | Buy |
16,823
+12,201
| +264% | +$721K | 0.82% | 29 |
|
|
2018
Q4 | $2.6M | Buy |
+4,622
| New | +$2.6M | 1.18% | 16 |
|