AWM
Affinity Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
8,578
| – | – | 0.06% | 68 |
|
|
2025
Q1 | $389K | Hold |
8,578
| – | – | 0.07% | 64 |
|
|
2024
Q4 | $343K | Buy |
8,578
+80
| +0.9% | +$3.2K | 0.06% | 71 |
|
|
2024
Q3 | $382K | Hold |
8,498
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $350K | Hold |
8,498
| – | – | 0.06% | 70 |
|
|
2024
Q1 | $357K | Sell |
8,498
-309
| -4% | -$13K | 0.07% | 72 |
|
|
2023
Q4 | $332K | Buy |
8,807
+202
| +2% | +$7.62K | 0.07% | 72 |
|
|
2023
Q3 | $279K | Sell |
8,605
-390
| -4% | -$12.6K | 0.06% | 79 |
|
|
2023
Q2 | $335K | Buy |
8,995
+2
| +0% | +$74 | 0.08% | 73 |
|
|
2023
Q1 | $350K | Buy |
8,993
+1
| +0% | +$39 | 0.08% | 76 |
|
|
2022
Q4 | $354K | Buy |
8,992
+28
| +0.3% | +$1.1K | 0.08% | 67 |
|
|
2022
Q3 | $340K | Buy |
8,964
+100
| +1% | +$3.79K | 0.08% | 68 |
|
|
2022
Q2 | $447K | Sell |
8,864
-54
| -0.6% | -$2.72K | 0.1% | 63 |
|
|
2022
Q1 | $482K | Sell |
8,918
-1,073
| -11% | -$58K | 0.1% | 61 |
|
|
2021
Q4 | $535K | Sell |
9,991
-1,942
| -16% | -$104K | 0.11% | 64 |
|
|
2021
Q3 | $649K | Sell |
11,933
-19
| -0.2% | -$1.03K | 0.13% | 65 |
|
|
2021
Q2 | $669K | Hold |
11,952
| – | – | 0.13% | 62 |
|
|
2021
Q1 | $698K | Sell |
11,952
-5,185
| -30% | -$303K | 0.14% | 58 |
|
|
2020
Q4 | $978K | Buy |
17,137
+8
| +0% | +$457 | 0.21% | 55 |
|
|
2020
Q3 | $1.02M | Hold |
17,129
| – | – | 0.27% | 49 |
|
|
2020
Q2 | $985K | Hold |
17,129
| – | – | 1.24% | 30 |
|
|
2020
Q1 | $973K | Sell |
17,129
-1,844
| -10% | -$105K | 0.58% | 29 |
|
|
2019
Q4 | $1.17M | Buy |
18,973
+3,266
| +21% | +$201K | 0.43% | 40 |
|
|
2019
Q3 | $948K | Sell |
15,707
-271
| -2% | -$16.4K | 0.38% | 45 |
|
|
2019
Q2 | $913K | Sell |
15,978
-833
| -5% | -$47.6K | 0.36% | 45 |
|
|
2019
Q1 | $994K | Hold |
16,811
| – | – | 0.39% | 42 |
|
|
2018
Q4 | $945K | Buy |
+16,811
| New | +$945K | 0.57% | 29 |
|
|
2017
Q3 | $704K | Sell |
14,233
-114
| -0.8% | -$5.64K | 0.43% | 17 |
|
|
2017
Q2 | $641K | Sell |
14,347
-43
| -0.3% | -$1.92K | 0.41% | 16 |
|
|
2017
Q1 | $701K | Buy |
14,390
+996
| +7% | +$48.5K | 0.39% | 17 |
|
|
2016
Q4 | $715K | Buy |
13,394
+364
| +3% | +$19.4K | 0.4% | 19 |
|
|
2016
Q3 | $677K | Sell |
13,030
-11
| -0.1% | -$572 | 0.44% | 19 |
|
|
2016
Q2 | $728K | Buy |
13,041
+11
| +0.1% | +$614 | 0.5% | 16 |
|
|
2016
Q1 | $705K | Buy |
13,030
+1,628
| +14% | +$88.1K | 0.43% | 20 |
|
|
2015
Q4 | $527K | Buy |
11,402
+483
| +4% | +$22.3K | 0.35% | 23 |
|
|
2015
Q3 | $475K | Sell |
10,919
-1,108
| -9% | -$48.2K | 0.48% | 17 |
|
|
2015
Q2 | $560K | Buy |
12,027
+913
| +8% | +$42.5K | 0.36% | 19 |
|
|
2015
Q1 | $541K | Buy |
11,114
+2,130
| +24% | +$104K | 0.32% | 18 |
|
|
2014
Q4 | $420K | Buy |
+8,984
| New | +$420K | 0.34% | 19 |
|
|
2014
Q2 | $447K | Buy |
+9,140
| New | +$447K | 0.43% | 11 |
|
|
2013
Q3 | $449K | Buy |
9,614
+1,477
| +18% | +$69K | 0.2% | 34 |
|
|
2013
Q2 | $410K | Buy |
+8,137
| New | +$410K | 0.19% | 28 |
|