WAG
Windsor Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
7,238
+238
| +3% | +$10.3K | 0.44% | 30 |
|
|
2025
Q1 | $318K | Sell |
7,000
-2,149
| -23% | -$97.5K | 0.41% | 31 |
|
|
2024
Q4 | $366K | Sell |
9,149
-30,002
| -77% | -$1.2M | 0.43% | 38 |
|
|
2024
Q3 | $1.76M | Buy |
39,151
+27,151
| +226% | +$1.22M | 1.98% | 9 |
|
|
2024
Q2 | $495K | Sell |
12,000
-524
| -4% | -$21.6K | 0.99% | 20 |
|
|
2024
Q1 | $526K | Buy |
12,524
+524
| +4% | +$22K | 1.48% | 18 |
|
|
2023
Q4 | $452K | Sell |
12,000
-8,343
| -41% | -$315K | 1.35% | 23 |
|
|
2023
Q3 | $659K | Buy |
20,343
+1,843
| +10% | +$59.7K | 1.57% | 16 |
|
|
2023
Q2 | $688K | Hold |
18,500
| – | – | 1.7% | 15 |
|
|
2023
Q1 | $719K | Sell |
18,500
-715
| -4% | -$27.8K | 1.72% | 15 |
|
|
2022
Q4 | $757K | Buy |
+19,215
| New | +$757K | 2.01% | 13 |
|