PIWA
Prevail Innovative Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
25,851
+4,236
| +20% | +$183K | 0.25% | 122 |
|
|
2025
Q1 | $980K | Sell |
21,615
-11,025
| -34% | -$500K | 0.26% | 108 |
|
|
2024
Q4 | $1.31M | Buy |
32,640
+25,179
| +337% | +$1.01M | 0.38% | 77 |
|
|
2024
Q3 | $335K | Buy |
7,461
+1,064
| +17% | +$47.8K | 0.1% | 136 |
|
|
2024
Q2 | $264K | Buy |
6,397
+217
| +4% | +$8.95K | 0.09% | 132 |
|
|
2024
Q1 | $259K | Sell |
6,180
-1,023
| -14% | -$42.9K | 0.1% | 145 |
|
|
2023
Q4 | $272K | Buy |
+7,203
| New | +$272K | 0.13% | 117 |
|
|
2023
Q3 | – | Sell |
-5,406
| Closed | -$201K | – | 162 |
|
|
2023
Q2 | $201K | Buy |
+5,406
| New | +$201K | 0.11% | 100 |
|