SWA
SOA Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
17,234
+10,119
| +142% | +$160K | 0.05% | 170 |
|
|
2025
Q1 | $323K | Sell |
7,115
-1,239
| -15% | -$56.2K | 0.07% | 145 |
|
|
2024
Q4 | $334K | Buy |
8,354
+1,221
| +17% | +$48.8K | 0.06% | 142 |
|
|
2024
Q3 | $320K | Buy |
7,133
+346
| +5% | +$15.5K | 0.06% | 142 |
|
|
2024
Q2 | $280K | Sell |
6,787
-1,930
| -22% | -$79.6K | 0.06% | 146 |
|
|
2024
Q1 | $366K | Sell |
8,717
-52
| -0.6% | -$2.18K | 0.08% | 126 |
|
|
2023
Q4 | $331K | Sell |
8,769
-18,839
| -68% | -$710K | 0.07% | 131 |
|
|
2023
Q3 | $895K | Sell |
27,608
-7,623
| -22% | -$247K | 0.22% | 64 |
|
|
2023
Q2 | $1.31M | Sell |
35,231
-1,046
| -3% | -$38.9K | 0.31% | 58 |
|
|
2023
Q1 | $1.41M | Sell |
36,277
-240
| -0.7% | -$9.33K | 0.35% | 54 |
|
|
2022
Q4 | $1.44M | Sell |
36,517
-405
| -1% | -$16K | 0.39% | 53 |
|
|
2022
Q3 | $1.4M | Buy |
36,922
+1,848
| +5% | +$70.1K | 0.42% | 52 |
|
|
2022
Q2 | $1.78M | Buy |
35,074
+1,841
| +6% | +$93.4K | 0.52% | 46 |
|
|
2022
Q1 | $1.69M | Buy |
33,233
+21,053
| +173% | +$1.07M | 0.41% | 56 |
|
|
2021
Q4 | $636K | Buy |
12,180
+702
| +6% | +$36.7K | 0.15% | 84 |
|
|
2021
Q3 | $619K | Buy |
11,478
+426
| +4% | +$23K | 0.16% | 85 |
|
|
2021
Q2 | $619K | Sell |
11,052
-160
| -1% | -$8.96K | 0.16% | 87 |
|
|
2021
Q1 | $651K | Buy |
11,212
+257
| +2% | +$14.9K | 0.18% | 81 |
|
|
2020
Q4 | $602K | Buy |
+10,955
| New | +$602K | 0.16% | 81 |
|