Executive Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $251K | Sell |
6,272
-448
| -7% | -$17.9K | 0.02% | 234 |
|
|
2024
Q3 | $302K | Sell |
6,720
-317
| -5% | -$14.2K | 0.02% | 217 |
|
|
2024
Q2 | $290K | Buy |
7,037
+734
| +12% | +$30.3K | 0.05% | 100 |
|
|
2024
Q1 | $266K | Sell |
6,303
-161
| -2% | -$6.81K | 0.02% | 211 |
|
|
2023
Q4 | $244K | Buy |
+6,464
| New | +$244K | 0.02% | 190 |
|
|
2023
Q3 | – | Sell |
-7,109
| Closed | -$264K | – | 211 |
|
|
2023
Q2 | $264K | Sell |
7,109
-98,745
| -93% | -$3.67M | 0.03% | 168 |
|
|
2023
Q1 | $4.12M | Buy |
105,854
+4,594
| +5% | +$179K | 0.46% | 68 |
|
|
2022
Q4 | $3.99M | Buy |
101,260
+97,745
| +2,781% | +$3.85M | 0.49% | 64 |
|
|
2022
Q3 | $3.52K | Sell |
3,515
-87,109
| -96% | -$87.1K | 0.49% | 64 |
|
|
2022
Q2 | $4.6M | Sell |
90,624
-13,402
| -13% | -$680K | 0.62% | 52 |
|
|
2022
Q1 | $5.3M | Buy |
104,026
+2,305
| +2% | +$117K | 0.58% | 59 |
|
|
2021
Q4 | $5.29M | Buy |
101,721
+4,445
| +5% | +$231K | 0.53% | 63 |
|
|
2021
Q3 | $5.25M | Buy |
97,276
+739
| +0.8% | +$39.9K | 0.58% | 59 |
|
|
2021
Q2 | $5.41M | Buy |
96,537
+4,545
| +5% | +$255K | 0.59% | 58 |
|
|
2021
Q1 | $5.35M | Buy |
91,992
+3,301
| +4% | +$192K | 0.63% | 48 |
|
|
2020
Q4 | $5.21M | Buy |
88,691
+10,003
| +13% | +$588K | 0.64% | 42 |
|
|
2020
Q3 | $4.68M | Buy |
78,688
+2,991
| +4% | +$178K | 0.65% | 33 |
|
|
2020
Q2 | $4.17M | Buy |
75,697
+262
| +0.3% | +$14.4K | 0.63% | 33 |
|
|
2020
Q1 | $4.05M | Sell |
75,435
-8,039
| -10% | -$432K | 0.72% | 30 |
|
|
2019
Q4 | $5.13M | Buy |
83,474
+6,409
| +8% | +$393K | 0.7% | 34 |
|
|
2019
Q3 | $4.65M | Buy |
77,065
+7,968
| +12% | +$481K | 0.71% | 33 |
|
|
2019
Q2 | $3.95M | Buy |
69,097
+8,138
| +13% | +$465K | 0.56% | 41 |
|
|
2019
Q1 | $3.6M | Buy |
60,959
+863
| +1% | +$51K | 0.64% | 31 |
|
|
2018
Q4 | $3.38M | Buy |
+60,096
| New | +$3.38M | 0.6% | 28 |
|