RWA
Roberts Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
64,626
+1,631
| +3% | +$70.6K | 0.8% | 43 |
|
|
2025
Q1 | $2.86M | Sell |
62,995
-59,245
| -48% | -$2.69M | 0.88% | 41 |
|
|
2024
Q4 | $4.67M | Buy |
122,240
+4,588
| +4% | +$175K | 1.42% | 22 |
|
|
2024
Q3 | $5.18M | Buy |
117,652
+2,414
| +2% | +$106K | 1.67% | 17 |
|
|
2024
Q2 | $4.76M | Buy |
115,238
+4,509
| +4% | +$186K | 1.62% | 18 |
|
|
2024
Q1 | $4.44M | Buy |
110,729
+3,894
| +4% | +$156K | 1.66% | 16 |
|
|
2023
Q4 | $12.1M | Buy |
106,835
+2,562
| +2% | +$291K | 1.89% | 18 |
|
|
2023
Q3 | $3.26M | Buy |
104,273
+2,223
| +2% | +$69.5K | 1.43% | 24 |
|
|
2023
Q2 | $3.8M | Buy |
102,050
+45,412
| +80% | +$1.69M | 1.67% | 22 |
|
|
2023
Q1 | $2.25M | Buy |
56,638
+2,766
| +5% | +$110K | 1.03% | 37 |
|
|
2022
Q4 | $2.16M | Sell |
53,872
-13,964
| -21% | -$560K | 1.04% | 40 |
|
|
2022
Q3 | $2.57M | Buy |
67,836
+1,425
| +2% | +$53.9K | 1.26% | 31 |
|
|
2022
Q2 | $3.35M | Buy |
66,411
+304
| +0.5% | +$15.3K | 1.46% | 22 |
|
|
2022
Q1 | $3.45M | Buy |
66,107
+1,246
| +2% | +$65K | 1.35% | 23 |
|
|
2021
Q4 | $3.4M | Buy |
64,861
+3,140
| +5% | +$165K | 1.23% | 28 |
|
|
2021
Q3 | $3.33M | Buy |
+61,721
| New | +$3.33M | 1.32% | 26 |
|