AWM
AllSquare Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
10,216
+149
| +1% | +$6.45K | 0.25% | 62 |
|
|
2025
Q1 | $457K | Hold |
10,067
| – | – | 0.27% | 56 |
|
|
2024
Q4 | $403K | Sell |
10,067
-639
| -6% | -$25.6K | 0.23% | 61 |
|
|
2024
Q3 | $481K | Hold |
10,706
| – | – | 0.27% | 55 |
|
|
2024
Q2 | $442K | Hold |
10,706
| – | – | 0.27% | 55 |
|
|
2024
Q1 | $449K | Hold |
10,706
| – | – | 0.26% | 54 |
|
|
2023
Q4 | $404K | Sell |
10,706
-550
| -5% | -$20.7K | 0.25% | 57 |
|
|
2023
Q3 | $365K | Sell |
11,256
-1,042
| -8% | -$33.8K | 0.24% | 58 |
|
|
2023
Q2 | $429K | Sell |
12,298
-325
| -3% | -$11.3K | 0.28% | 54 |
|
|
2023
Q1 | $491K | Buy |
12,623
+1,600
| +15% | +$62.2K | 0.32% | 47 |
|
|
2022
Q4 | $434K | Sell |
11,023
-1,203
| -10% | -$47.4K | 0.3% | 49 |
|
|
2022
Q3 | $464K | Sell |
12,226
-5,450
| -31% | -$207K | 0.34% | 42 |
|
|
2022
Q2 | $897K | Sell |
17,676
-966
| -5% | -$49K | 0.61% | 23 |
|
|
2022
Q1 | $950K | Buy |
18,642
+491
| +3% | +$25K | 0.57% | 25 |
|
|
2021
Q4 | $943K | Sell |
18,151
-431
| -2% | -$22.4K | 0.55% | 27 |
|
|
2021
Q3 | $1M | Sell |
18,582
-727
| -4% | -$39.3K | 0.6% | 23 |
|
|
2021
Q2 | $1.08M | Hold |
19,309
| – | – | 0.63% | 22 |
|
|
2021
Q1 | $1.12M | Buy |
19,309
+452
| +2% | +$26.3K | 0.69% | 16 |
|
|
2020
Q4 | $1.11M | Sell |
18,857
-312
| -2% | -$18.3K | 0.74% | 15 |
|
|
2020
Q3 | $1.14M | Sell |
19,169
-100
| -0.5% | -$5.95K | 0.83% | 15 |
|
|
2020
Q2 | $1.06M | Buy |
19,269
+4,939
| +34% | +$272K | 0.8% | 15 |
|
|
2020
Q1 | $770K | Sell |
14,330
-757
| -5% | -$40.7K | 0.67% | 17 |
|
|
2019
Q4 | $926K | Buy |
15,087
+348
| +2% | +$21.4K | 0.65% | 19 |
|
|
2019
Q3 | $890K | Sell |
14,739
-400
| -3% | -$24.2K | 0.66% | 17 |
|
|
2019
Q2 | $865K | Hold |
15,139
| – | – | 0.64% | 19 |
|
|
2019
Q1 | $895K | Sell |
15,139
-100
| -0.7% | -$5.91K | 0.67% | 18 |
|
|
2018
Q4 | $857K | Sell |
15,239
-152
| -1% | -$8.55K | 0.71% | 17 |
|
|
2018
Q3 | $822K | Buy |
15,391
+200
| +1% | +$10.7K | 0.61% | 23 |
|
|
2018
Q2 | $764K | Buy |
15,191
+736
| +5% | +$37K | 0.58% | 22 |
|
|
2018
Q1 | $691K | Buy |
14,455
+357
| +3% | +$17.1K | 0.55% | 24 |
|
|
2017
Q4 | $746K | Hold |
14,098
| – | – | 0.59% | 22 |
|
|
2017
Q3 | $698K | Sell |
14,098
-400
| -3% | -$19.8K | 0.57% | 22 |
|
|
2017
Q2 | $647K | Sell |
14,498
-973
| -6% | -$43.4K | 0.66% | 15 |
|
|
2017
Q1 | $754K | Buy |
15,471
+263
| +2% | +$12.8K | 0.66% | 20 |
|
|
2016
Q4 | $812K | Sell |
15,208
-1
| -0% | -$53 | 0.75% | 15 |
|
|
2016
Q3 | $791K | Buy |
15,209
+635
| +4% | +$33K | 0.76% | 14 |
|
|
2016
Q2 | $814K | Sell |
14,574
-300
| -2% | -$16.8K | 0.81% | 14 |
|
|
2016
Q1 | $804K | Buy |
14,874
+200
| +1% | +$10.8K | 0.8% | 13 |
|
|
2015
Q4 | $678K | Buy |
14,674
+900
| +7% | +$41.6K | 0.68% | 17 |
|
|
2015
Q3 | $599K | Sell |
13,774
-98
| -0.7% | -$4.26K | 0.61% | 22 |
|
|
2015
Q2 | $647K | Buy |
13,872
+1,021
| +8% | +$47.6K | 0.6% | 21 |
|
|
2015
Q1 | $625K | Sell |
12,851
-52
| -0.4% | -$2.53K | 0.6% | 21 |
|
|
2014
Q4 | $604K | Buy |
+12,903
| New | +$604K | 0.59% | 22 |
|