RWB
RMR Wealth Builders’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
75,410
+3,106
| +4% | +$134K | 0.3% | 44 |
|
|
2025
Q1 | $3.28M | Buy |
72,304
+3,141
| +5% | +$142K | 0.35% | 39 |
|
|
2024
Q4 | $2.77M | Buy |
69,163
+5,176
| +8% | +$207K | 0.29% | 43 |
|
|
2024
Q3 | $2.87M | Sell |
63,987
-1,147
| -2% | -$51.5K | 0.3% | 41 |
|
|
2024
Q2 | $2.69M | Buy |
65,134
+5,530
| +9% | +$228K | 0.31% | 42 |
|
|
2024
Q1 | $2.5M | Buy |
59,604
+21,850
| +58% | +$917K | 0.3% | 43 |
|
|
2023
Q4 | $1.42M | Sell |
37,754
-1,014
| -3% | -$38.2K | 0.2% | 58 |
|
|
2023
Q3 | $1.26M | Sell |
38,768
-671
| -2% | -$21.7K | 0.2% | 59 |
|
|
2023
Q2 | $1.47M | Buy |
39,439
+8,353
| +27% | +$311K | 0.25% | 46 |
|
|
2023
Q1 | $1.21M | Buy |
31,086
+4,354
| +16% | +$169K | 0.23% | 52 |
|
|
2022
Q4 | $1.05M | Buy |
26,732
+57
| +0.2% | +$2.25K | 0.24% | 50 |
|
|
2022
Q3 | $1.01M | Sell |
26,675
-185
| -0.7% | -$7.03K | 0.25% | 45 |
|
|
2022
Q2 | $1.36M | Sell |
26,860
-4,152
| -13% | -$211K | 0.34% | 41 |
|
|
2022
Q1 | $1.58M | Buy |
31,012
+22,440
| +262% | +$1.14M | 0.34% | 52 |
|
|
2021
Q4 | $445K | Sell |
8,572
-26,765
| -76% | -$1.39M | 0.13% | 74 |
|
|
2021
Q3 | $1.91M | Sell |
35,337
-27
| -0.1% | -$1.46K | 0.56% | 27 |
|
|
2021
Q2 | $1.98M | Sell |
35,364
-7,656
| -18% | -$429K | 0.65% | 25 |
|
|
2021
Q1 | $2.5M | Buy |
43,020
+10,273
| +31% | +$597K | 0.65% | 21 |
|
|
2020
Q4 | $1.92M | Sell |
32,747
-33,984
| -51% | -$2M | 0.95% | 19 |
|
|
2020
Q3 | $3.97M | Buy |
66,731
+36,260
| +119% | +$2.16M | 1.03% | 16 |
|
|
2020
Q2 | $1.68M | Buy |
+30,471
| New | +$1.68M | 1.5% | 14 |
|
|
2019
Q4 | $1.84M | Buy |
+30,007
| New | +$1.84M | 1.77% | 11 |
|