WWA
WCG Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
49,511
+26,017
| +111% | +$1.13M | 0.14% | 153 |
|
|
2025
Q1 | $1.07M | Sell |
23,494
-1,092
| -4% | -$49.5K | 0.08% | 194 |
|
|
2024
Q4 | $983K | Sell |
24,586
-3,851
| -14% | -$154K | 0.07% | 210 |
|
|
2024
Q3 | $1.28M | Sell |
28,437
-944
| -3% | -$42.4K | 0.09% | 199 |
|
|
2024
Q2 | $1.21M | Sell |
29,381
-1,210
| -4% | -$49.9K | 0.09% | 180 |
|
|
2024
Q1 | $1.28M | Sell |
30,591
-1,833
| -6% | -$76.9K | 0.11% | 164 |
|
|
2023
Q4 | $1.22M | Sell |
32,424
-5,965
| -16% | -$225K | 0.09% | 182 |
|
|
2023
Q3 | $1.31M | Buy |
38,389
+19,992
| +109% | +$681K | 0.1% | 171 |
|
|
2023
Q2 | $706K | Buy |
18,397
+8,126
| +79% | +$312K | 0.08% | 128 |
|
|
2023
Q1 | $399K | Buy |
+10,271
| New | +$399K | 0.05% | 146 |
|
|
2022
Q4 | – | Sell |
-10,872
| Closed | -$461K | – | 281 |
|
|
2022
Q3 | $461K | Buy |
10,872
+692
| +7% | +$29.3K | 0.06% | 191 |
|
|
2022
Q2 | $517K | Buy |
+10,180
| New | +$517K | 0.07% | 166 |
|