TCWA
Turtle Creek Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
12,609
+866
| +7% | +$37.5K | 0.06% | 163 |
|
|
2025
Q1 | $533K | Buy |
+11,743
| New | +$533K | 0.08% | 105 |
|
|
2024
Q4 | – | Sell |
-8,937
| Closed | -$401K | – | 166 |
|
|
2024
Q3 | $401K | Buy |
8,937
+475
| +6% | +$21.3K | 0.08% | 119 |
|
|
2024
Q2 | $349K | Buy |
8,462
+1,229
| +17% | +$50.7K | 0.08% | 111 |
|
|
2024
Q1 | $303K | Sell |
7,233
-819
| -10% | -$34.4K | 0.07% | 115 |
|
|
2023
Q4 | $304K | Buy |
+8,052
| New | +$304K | 0.09% | 116 |
|