CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
37,843
-748
| -2% | -$31.9K | 0.58% | 37 |
|
|
2025
Q1 | $1.68M | Sell |
38,591
-346
| -0.9% | -$15.1K | 0.69% | 35 |
|
|
2024
Q4 | $1.56M | Sell |
38,937
-1,200
| -3% | -$48.2K | 0.58% | 38 |
|
|
2024
Q3 | $1.65M | Sell |
40,137
-570
| -1% | -$23.4K | 0.63% | 38 |
|
|
2024
Q2 | $1.63M | Sell |
40,707
-73
| -0.2% | -$2.92K | 0.64% | 37 |
|
|
2024
Q1 | $1.6M | Sell |
40,780
-2,246
| -5% | -$88.1K | 0.67% | 39 |
|
|
2023
Q4 | $1.78M | Sell |
43,026
-1,417
| -3% | -$58.5K | 0.74% | 32 |
|
|
2023
Q3 | $1.5M | Buy |
44,443
+190
| +0.4% | +$6.4K | 0.7% | 36 |
|
|
2023
Q2 | $1.44M | Sell |
44,253
-1,179
| -3% | -$38.5K | 0.64% | 40 |
|
|
2023
Q1 | $1.71M | Buy |
45,432
+4,771
| +12% | +$180K | 0.78% | 32 |
|
|
2022
Q4 | $1.65M | Sell |
40,661
-13,508
| -25% | -$549K | 0.73% | 34 |
|
|
2022
Q3 | $1.92M | Buy |
54,169
+600
| +1% | +$21.2K | 0.9% | 27 |
|
|
2022
Q2 | $2.71M | Buy |
53,569
+1,453
| +3% | +$73.4K | 1.24% | 18 |
|
|
2022
Q1 | $2.79M | Buy |
52,116
+830
| +2% | +$44.4K | 1.14% | 21 |
|
|
2021
Q4 | $2.71M | Buy |
51,286
+831
| +2% | +$44K | 1.14% | 20 |
|
|
2021
Q3 | $2.64M | Buy |
50,455
+3,354
| +7% | +$175K | 1.06% | 24 |
|
|
2021
Q2 | $2.66M | Buy |
47,101
+1,480
| +3% | +$83.6K | 1.15% | 24 |
|
|
2021
Q1 | $2.57M | Buy |
45,621
+2,436
| +6% | +$137K | 1.14% | 23 |
|
|
2020
Q4 | $2.46M | Buy |
43,185
+678
| +2% | +$38.7K | 1.21% | 24 |
|
|
2020
Q3 | $2.59M | Buy |
42,507
+201
| +0.5% | +$12.3K | 1.36% | 18 |
|
|
2020
Q2 | $2.43M | Buy |
42,306
+3,890
| +10% | +$224K | 1.39% | 18 |
|
|
2020
Q1 | $2.23M | Buy |
38,416
+1,924
| +5% | +$112K | 1.37% | 20 |
|
|
2019
Q4 | $2.19M | Buy |
36,492
+768
| +2% | +$46K | 1.23% | 25 |
|
|
2019
Q3 | $2.14M | Buy |
35,724
+294
| +0.8% | +$17.6K | 1.31% | 22 |
|
|
2019
Q2 | $2.03M | Buy |
35,430
+344
| +1% | +$19.7K | 1.22% | 22 |
|
|
2019
Q1 | $2.08M | Buy |
35,086
+3,413
| +11% | +$202K | 1.3% | 21 |
|
|
2018
Q4 | $1.78M | Buy |
31,673
+469
| +2% | +$26.4K | 1.27% | 20 |
|
|
2018
Q3 | $1.67M | Sell |
31,204
-46
| -0.1% | -$2.46K | 1.02% | 24 |
|
|
2018
Q2 | $1.54M | Sell |
31,250
-47
| -0.2% | -$2.32K | 0.99% | 25 |
|
|
2018
Q1 | $1.5M | Buy |
31,297
+325
| +1% | +$15.6K | 1.01% | 28 |
|
|
2017
Q4 | $1.64M | Sell |
30,972
-270
| -0.9% | -$14.3K | 1.03% | 24 |
|
|
2017
Q3 | $1.55M | Buy |
31,242
+418
| +1% | +$20.7K | 0.99% | 24 |
|
|
2017
Q2 | $1.38M | Buy |
30,824
+30
| +0.1% | +$1.34K | 0.93% | 28 |
|
|
2017
Q1 | $1.5M | Buy |
30,794
+4,844
| +19% | +$236K | 1.05% | 22 |
|
|
2016
Q4 | $1.39M | Buy |
25,950
+1,232
| +5% | +$65.8K | 1.01% | 23 |
|
|
2016
Q3 | $1.28M | Sell |
24,718
-398
| -2% | -$20.7K | 1% | 25 |
|
|
2016
Q2 | $1.4M | Sell |
25,116
-298
| -1% | -$16.6K | 1.11% | 25 |
|
|
2016
Q1 | $1.37M | Sell |
25,414
-11,248
| -31% | -$608K | 1.12% | 28 |
|
|
2015
Q4 | $1.68M | Buy |
36,662
+422
| +1% | +$19.3K | 1.44% | 21 |
|
|
2015
Q3 | $1.58M | Buy |
36,240
+1,390
| +4% | +$60.4K | 1.53% | 22 |
|
|
2015
Q2 | $1.64M | Buy |
34,850
+77
| +0.2% | +$3.62K | 1.53% | 23 |
|
|
2015
Q1 | $1.69M | Buy |
34,773
+567
| +2% | +$27.6K | 1.69% | 19 |
|
|
2014
Q4 | $1.6M | Buy |
34,206
+949
| +3% | +$44.4K | 1.41% | 16 |
|
|
2014
Q3 | $1.65M | Buy |
33,257
+2,604
| +8% | +$129K | 1.9% | 17 |
|
|
2014
Q2 | $1.5M | Sell |
30,653
-212
| -0.7% | -$10.4K | 1.93% | 17 |
|
|
2014
Q1 | $1.47M | Buy |
30,865
+3,976
| +15% | +$189K | 1.91% | 16 |
|
|
2013
Q4 | $1.32M | Buy |
26,889
+1,837
| +7% | +$90.2K | 1.86% | 21 |
|
|
2013
Q3 | $1.17M | Sell |
25,052
-3,106
| -11% | -$145K | 1.87% | 20 |
|
|
2013
Q2 | $1.42M | Buy |
+28,158
| New | +$1.42M | 2.27% | 16 |
|