WRPWM
Werba Rubin Papier Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
8,697
-1,498
| -15% | -$64.8K | 0.07% | 133 |
|
|
2025
Q1 | $462K | Sell |
10,195
-813
| -7% | -$36.9K | 0.1% | 106 |
|
|
2024
Q4 | $440K | Buy |
11,008
+15
| +0.1% | +$600 | 0.1% | 109 |
|
|
2024
Q3 | $494K | Buy |
10,993
+1,372
| +14% | +$61.6K | 0.12% | 103 |
|
|
2024
Q2 | $397K | Buy |
+9,621
| New | +$397K | 0.11% | 104 |
|
|
2023
Q4 | – | Sell |
-6,890
| Closed | -$223K | – | 128 |
|
|
2023
Q3 | $223K | Sell |
6,890
-502
| -7% | -$16.3K | 0.08% | 104 |
|
|
2023
Q2 | $275K | Buy |
+7,392
| New | +$275K | 0.1% | 90 |
|