WOSD
WFA of San Diego’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+5,169
| New | +$224K | 0.16% | 89 |
|
|
2024
Q3 | $147K | Sell |
3,282
-300
| -8% | -$13.5K | 0.12% | 100 |
|
|
2024
Q2 | $148K | Buy |
+3,582
| New | +$148K | 0.13% | 99 |
|
|
2023
Q3 | $133K | Sell |
4,107
-213
| -5% | -$6.9K | 0.14% | 94 |
|
|
2023
Q2 | $161K | Sell |
4,320
-3,683
| -46% | -$137K | 0.16% | 89 |
|
|
2023
Q1 | $311K | Sell |
8,003
-1,174
| -13% | -$45.7K | 0.33% | 60 |
|
|
2022
Q4 | $362K | Sell |
9,177
-292
| -3% | -$11.5K | 0.28% | 68 |
|
|
2022
Q3 | $360K | Buy |
9,469
+1,929
| +26% | +$73.3K | 0.32% | 62 |
|
|
2022
Q2 | $383K | Sell |
7,540
-1,567
| -17% | -$79.6K | 0.33% | 57 |
|
|
2022
Q1 | $464K | Sell |
9,107
-2,863
| -24% | -$146K | 0.35% | 60 |
|
|
2021
Q4 | $622K | Buy |
11,970
+2,184
| +22% | +$113K | 0.36% | 62 |
|
|
2021
Q3 | $529K | Sell |
9,786
-175
| -2% | -$9.46K | 0.37% | 54 |
|
|
2021
Q2 | $558K | Sell |
9,961
-388
| -4% | -$21.7K | 0.43% | 47 |
|
|
2021
Q1 | $602K | Sell |
10,349
-2,369
| -19% | -$138K | 0.5% | 42 |
|
|
2020
Q4 | $58 | Sell |
12,718
-55
| -0.4% | – | 0.02% | 70 |
|
|
2020
Q3 | $759K | Sell |
12,773
-22,805
| -64% | -$1.36M | 0.72% | 34 |
|
|
2020
Q2 | $2.06M | Buy |
+35,578
| New | +$2.06M | 0.48% | 40 |
|