WGAM
Wilkinson Global Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,564
| Closed | -$255K | – | 96 |
|
|
2023
Q1 | $255K | Sell |
6,564
-1,300
| -17% | -$50.6K | 0.02% | 79 |
|
|
2022
Q4 | $310K | Buy |
7,864
+550
| +8% | +$21.7K | 0.03% | 71 |
|
|
2022
Q3 | $278K | Sell |
7,314
-5,180
| -41% | -$197K | 0.03% | 73 |
|
|
2022
Q2 | $634K | Buy |
12,494
+900
| +8% | +$45.7K | 0.05% | 55 |
|
|
2022
Q1 | $591K | Hold |
11,594
| – | – | 0.04% | 58 |
|
|
2021
Q4 | $602K | Buy |
11,594
+353
| +3% | +$18.3K | 0.03% | 61 |
|
|
2021
Q3 | $607K | Sell |
11,241
-114
| -1% | -$6.16K | 0.04% | 62 |
|
|
2021
Q2 | $636K | Buy |
11,355
+3,147
| +38% | +$176K | 0.04% | 63 |
|
|
2021
Q1 | $477K | Buy |
+8,208
| New | +$477K | 0.03% | 66 |
|