WAM
WFA Asset Management’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $968K | Buy |
23,478
+563
| +2% | +$23.2K | 0.55% | 20 |
|
2025
Q1 | $962K | Sell |
22,915
-3,196
| -12% | -$134K | 0.5% | 21 |
|
2024
Q4 | $1.04M | Buy |
26,111
+1,604
| +7% | +$64.1K | 0.56% | 19 |
|
2024
Q3 | $1.1M | Buy |
24,507
+1,029
| +4% | +$46.2K | 0.6% | 19 |
|
2024
Q2 | $968K | Buy |
23,478
+563
| +2% | +$23.2K | 0.55% | 20 |
|
2024
Q1 | $962K | Buy |
22,915
+2,542
| +12% | +$107K | 0.5% | 21 |
|
2023
Q4 | $768K | Buy |
20,373
+2,377
| +13% | +$89.6K | 0.42% | 23 |
|
2023
Q3 | $583K | Buy |
17,996
+11,132
| +162% | +$361K | 0.35% | 27 |
|
2023
Q2 | $255K | Buy |
6,864
+115
| +2% | +$4.28K | 0.15% | 45 |
|
2023
Q1 | $262K | Buy |
6,749
+102
| +2% | +$3.97K | 0.16% | 43 |
|
2022
Q4 | $262K | Buy |
6,647
+492
| +8% | +$19.4K | 0.17% | 43 |
|
2022
Q3 | $234K | Buy |
6,155
+1,544
| +33% | +$58.6K | 0.17% | 40 |
|
2022
Q2 | $234K | Buy |
4,611
+46
| +1% | +$2.34K | 0.16% | 41 |
|
2022
Q1 | $233K | Buy |
4,565
+163
| +4% | +$8.3K | 0.15% | 42 |
|
2021
Q4 | $229K | Buy |
+4,402
| New | +$229K | 0.15% | 42 |
|