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Wealth Advisors, Inc.

SEC CIK
0001806580
Latest filing
Oct 24, 2023

VZ holding history

Verizon Communications Inc in every 13F filed by Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VZ overviewAll 13F holders of VZFull Q3 2023 holdings

Shares (Q3 2023)
15,055
Value
$487.9K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of VZ by Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202315,055$487.9K0.2%−2,350−13.5%ReducedHolders
Q2 202317,405$606.7K0.3%−665−3.7%ReducedHolders
Q1 202318,070$712.9K0.3%+3,500+24.0%AddedHolders
Q4 202214,570$574.1K0.3%+350+2.5%AddedHolders
Q3 202214,220$540.0K0.3%+420+3.0%AddedHolders
Q2 202213,800$700.0K0.3%+750+5.7%AddedHolders
Q1 202213,050$665.0K0.2%−220−1.7%ReducedHolders
Q4 202113,270$690.0K0.2%−3,215−19.5%ReducedHolders
Q3 202116,485$898.0K0.4%00.0%UnchangedHolders
Q2 202116,485$919.0K0.3%+184+1.1%AddedHolders
Q1 202116,301$952.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.