PWAG
Polaris Wealth Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $316K | Buy |
+9,750
| New | +$316K | 0.02% | 143 |
|
|
2023
Q2 | – | Sell |
-13,083
| Closed | -$509K | – | 197 |
|
|
2023
Q1 | $509K | Sell |
13,083
-335,265
| -96% | -$13M | 0.04% | 133 |
|
|
2022
Q4 | $14.3M | Buy |
348,348
+336,639
| +2,875% | +$13.9M | 1.07% | 35 |
|
|
2022
Q3 | $429K | Sell |
11,709
-450,677
| -97% | -$16.5M | 0.04% | 122 |
|
|
2022
Q2 | $23.5M | Sell |
462,386
-312,711
| -40% | -$15.9M | 1.88% | 23 |
|
|
2022
Q1 | $40.8M | Buy |
775,097
+766,055
| +8,472% | +$40.3M | 2.73% | 8 |
|
|
2021
Q4 | $470K | Hold |
9,042
| – | – | 0.03% | 130 |
|
|
2021
Q3 | $487K | Sell |
9,042
-544
| -6% | -$29.3K | 0.03% | 120 |
|
|
2021
Q2 | $540K | Sell |
9,586
-954
| -9% | -$53.7K | 0.03% | 117 |
|
|
2021
Q1 | $606K | Buy |
10,540
+1,546
| +17% | +$88.9K | 0.04% | 115 |
|
|
2020
Q4 | $520K | Hold |
8,994
| – | – | 0.04% | 116 |
|
|
2020
Q3 | $537K | Sell |
8,994
-1,592
| -15% | -$95.1K | 0.05% | 108 |
|
|
2020
Q2 | $579K | Buy |
10,586
+344
| +3% | +$18.8K | 0.05% | 102 |
|
|
2020
Q1 | $550K | Buy |
10,242
+2,012
| +24% | +$108K | 0.06% | 91 |
|
|
2019
Q4 | $491K | Sell |
8,230
-812
| -9% | -$48.4K | 0.03% | 113 |
|
|
2019
Q3 | $533K | Buy |
9,042
+2,833
| +46% | +$167K | 0.04% | 113 |
|
|
2019
Q2 | $352K | Buy |
6,209
+688
| +12% | +$39K | 0.03% | 117 |
|
|
2019
Q1 | $326K | Sell |
5,521
-12,187
| -69% | -$720K | 0.02% | 129 |
|
|
2018
Q4 | $996K | Buy |
17,708
+6,114
| +53% | +$344K | 0.09% | 87 |
|
|
2018
Q3 | $619K | Buy |
11,594
+11,060
| +2,071% | +$590K | 0.04% | 103 |
|
|
2018
Q2 | $26K | Sell |
534
-4,122
| -89% | -$201K | ﹤0.01% | 161 |
|
|
2018
Q1 | $223K | Buy |
4,656
+128
| +3% | +$6.13K | 0.02% | 131 |
|
|
2017
Q4 | $240K | Sell |
4,528
-385
| -8% | -$20.4K | 0.02% | 128 |
|
|
2017
Q3 | $243K | Buy |
4,913
+18
| +0.4% | +$890 | 0.02% | 130 |
|
|
2017
Q2 | $219K | Buy |
+4,895
| New | +$219K | 0.02% | 119 |
|
|
2016
Q3 | – | Sell |
-3,912
| Closed | -$218K | – | 121 |
|
|
2016
Q2 | $218K | Sell |
3,912
-229,295
| -98% | -$12.8M | 0.03% | 92 |
|
|
2016
Q1 | $12.6M | Buy |
233,207
+219,532
| +1,605% | +$11.9M | 1.97% | 24 |
|
|
2015
Q4 | $632K | Buy |
13,675
+6,321
| +86% | +$292K | 0.1% | 72 |
|
|
2015
Q3 | $320K | Buy |
+7,354
| New | +$320K | 0.07% | 62 |
|
|
2014
Q4 | – | Sell |
-5,621
| Closed | -$281K | – | 88 |
|
|
2014
Q3 | $281K | Sell |
5,621
-41,456
| -88% | -$2.07M | 0.06% | 66 |
|
|
2014
Q2 | $2.3M | Buy |
47,077
+44,456
| +1,696% | +$2.17M | 0.51% | 41 |
|
|
2014
Q1 | $125K | Hold |
2,621
| – | – | 0.03% | 81 |
|
|
2013
Q4 | $129K | Hold |
2,621
| – | – | 0.03% | 84 |
|
|
2013
Q3 | $122K | Hold |
2,621
| – | – | 0.04% | 68 |
|
|
2013
Q2 | $132K | Buy |
+2,621
| New | +$132K | 0.05% | 65 |
|