WAG
Wiser Advisor Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,271
| Closed | -$57.7K | – | 257 |
|
|
2025
Q1 | $57.7K | Sell |
1,271
-3,565
| -74% | -$162K | 0.09% | 86 |
|
|
2024
Q4 | $193K | Sell |
4,836
-828
| -15% | -$33.1K | 0.28% | 48 |
|
|
2024
Q3 | $254K | Sell |
5,664
-1,822
| -24% | -$81.8K | 0.38% | 41 |
|
|
2024
Q2 | $309K | Sell |
7,486
-381
| -5% | -$15.7K | 0.49% | 39 |
|
|
2024
Q1 | $331K | Buy |
7,867
+55
| +0.7% | +$2.31K | 0.52% | 39 |
|
|
2023
Q4 | $295K | Buy |
+7,812
| New | +$295K | 0.49% | 38 |
|