9WM
9258 Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $580K | Buy |
12,906
+843
| +7% | +$37.9K | 0.09% | 183 |
|
|
2024
Q2 | $497K | Sell |
12,063
-23
| -0.2% | -$949 | 0.08% | 187 |
|
|
2024
Q1 | $507K | Buy |
12,086
+2,561
| +27% | +$107K | 0.08% | 193 |
|
|
2023
Q4 | $359K | Buy |
9,525
+321
| +3% | +$12.1K | 0.06% | 224 |
|
|
2023
Q3 | $298K | Sell |
9,204
-1,480
| -14% | -$48K | 0.06% | 245 |
|
|
2023
Q2 | $397K | Sell |
10,684
-1,355
| -11% | -$50.4K | 0.07% | 216 |
|
|
2023
Q1 | $468K | Buy |
12,039
+1,104
| +10% | +$42.9K | 0.09% | 185 |
|
|
2022
Q4 | $431K | Sell |
10,935
-3,691
| -25% | -$145K | 0.09% | 197 |
|
|
2022
Q3 | $555K | Buy |
14,626
+163
| +1% | +$6.19K | 0.14% | 157 |
|
|
2022
Q2 | $734K | Buy |
14,463
+1,822
| +14% | +$92.5K | 0.19% | 129 |
|
|
2022
Q1 | $644K | Buy |
12,641
+782
| +7% | +$39.8K | 0.15% | 153 |
|
|
2021
Q4 | $616K | Sell |
11,859
-1,543
| -12% | -$80.1K | 0.14% | 159 |
|
|
2021
Q3 | $724K | Sell |
13,402
-3,175
| -19% | -$172K | 0.19% | 129 |
|
|
2021
Q2 | $929K | Buy |
16,577
+951
| +6% | +$53.3K | 0.25% | 97 |
|
|
2021
Q1 | $909K | Sell |
15,626
-1,590
| -9% | -$92.5K | 0.27% | 88 |
|
|
2020
Q4 | $1.01M | Sell |
17,216
-1,246
| -7% | -$73.2K | 0.33% | 70 |
|
|
2020
Q3 | $1.05M | Sell |
18,462
-324
| -2% | -$18.5K | 0.4% | 52 |
|
|
2020
Q2 | $1.04M | Buy |
18,786
+274
| +1% | +$15.1K | 0.42% | 53 |
|
|
2020
Q1 | $1.07M | Buy |
18,512
+245
| +1% | +$14.2K | 0.47% | 50 |
|
|
2019
Q4 | $1.12M | Buy |
18,267
+6,785
| +59% | +$417K | 0.41% | 61 |
|
|
2019
Q3 | $693K | Sell |
11,482
-34
| -0.3% | -$2.05K | 0.54% | 64 |
|
|
2019
Q2 | $658K | Buy |
11,516
+217
| +2% | +$12.4K | 0.53% | 63 |
|
|
2019
Q1 | $668K | Sell |
11,299
-329
| -3% | -$19.5K | 0.57% | 61 |
|
|
2018
Q4 | $654K | Buy |
+11,628
| New | +$654K | 0.63% | 54 |
|