FWM
Focused Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
17,018
-533
| -3% | -$23.1K | 0.09% | 80 |
|
|
2025
Q1 | $796K | Buy |
17,551
+3,033
| +21% | +$138K | 0.11% | 64 |
|
|
2024
Q4 | $581K | Buy |
14,518
+152
| +1% | +$6.08K | 0.08% | 80 |
|
|
2024
Q3 | $645K | Buy |
14,366
+198
| +1% | +$8.89K | 0.08% | 78 |
|
|
2024
Q2 | $584K | Sell |
14,168
-309
| -2% | -$12.7K | 0.08% | 74 |
|
|
2024
Q1 | $607K | Buy |
14,477
+664
| +5% | +$27.9K | 0.09% | 73 |
|
|
2023
Q4 | $521K | Sell |
13,813
-24,651
| -64% | -$929K | 0.09% | 75 |
|
|
2023
Q3 | $1.25M | Sell |
38,464
-2,247
| -6% | -$72.8K | 0.22% | 49 |
|
|
2023
Q2 | $1.51M | Sell |
40,711
-350
| -0.9% | -$13K | 0.27% | 44 |
|
|
2023
Q1 | $1.6M | Buy |
41,061
+3,091
| +8% | +$120K | 0.32% | 40 |
|
|
2022
Q4 | $1.5M | Buy |
37,970
+15,173
| +67% | +$598K | 0.3% | 43 |
|
|
2022
Q3 | $866K | Sell |
22,797
-127
| -0.6% | -$4.82K | 0.18% | 57 |
|
|
2022
Q2 | $1.16M | Buy |
22,924
+2,905
| +15% | +$147K | 0.21% | 55 |
|
|
2022
Q1 | $1.02M | Sell |
20,019
-5,696
| -22% | -$290K | 0.16% | 64 |
|
|
2021
Q4 | $1.34M | Buy |
25,715
+13,080
| +104% | +$680K | 0.21% | 52 |
|
|
2021
Q3 | $682K | Sell |
12,635
-70
| -0.6% | -$3.78K | 0.11% | 79 |
|
|
2021
Q2 | $712K | Buy |
12,705
+1,235
| +11% | +$69.2K | 0.12% | 76 |
|
|
2021
Q1 | $667K | Sell |
11,470
-1,455
| -11% | -$84.6K | 0.12% | 83 |
|
|
2020
Q4 | $759K | Sell |
12,925
-313
| -2% | -$18.4K | 0.15% | 70 |
|
|
2020
Q3 | $788K | Buy |
13,238
+75
| +0.6% | +$4.46K | 0.17% | 62 |
|
|
2020
Q2 | $726K | Buy |
13,163
+1,926
| +17% | +$106K | 0.17% | 65 |
|
|
2020
Q1 | $604K | Buy |
11,237
+821
| +8% | +$44.1K | 0.17% | 63 |
|
|
2019
Q4 | $640K | Sell |
10,416
-4,055
| -28% | -$249K | 0.15% | 70 |
|
|
2019
Q3 | $873K | Sell |
14,471
-1,208
| -8% | -$72.9K | 0.24% | 58 |
|
|
2019
Q2 | $896K | Buy |
15,679
+107
| +0.7% | +$6.12K | 0.24% | 55 |
|
|
2019
Q1 | $921K | Sell |
15,572
-1,065
| -6% | -$63K | 0.28% | 54 |
|
|
2018
Q4 | $935K | Buy |
16,637
+176
| +1% | +$9.89K | 0.32% | 52 |
|
|
2018
Q3 | $879K | Buy |
16,461
+6,447
| +64% | +$344K | 0.3% | 58 |
|
|
2018
Q2 | $504K | Sell |
10,014
-161
| -2% | -$8.1K | 0.17% | 85 |
|
|
2018
Q1 | $487K | Sell |
10,175
-1,430
| -12% | -$68.4K | 0.16% | 89 |
|
|
2017
Q4 | $614K | Sell |
11,605
-2,875
| -20% | -$152K | 0.2% | 71 |
|
|
2017
Q3 | $717K | Buy |
14,480
+2,213
| +18% | +$110K | 0.24% | 64 |
|
|
2017
Q2 | $548K | Buy |
12,267
+1,191
| +11% | +$53.2K | 0.2% | 73 |
|
|
2017
Q1 | $540K | Buy |
11,076
+37
| +0.3% | +$1.8K | 0.21% | 74 |
|
|
2016
Q4 | $589K | Sell |
11,039
-522
| -5% | -$27.9K | 0.25% | 61 |
|
|
2016
Q3 | $601K | Sell |
11,561
-9,060
| -44% | -$471K | 0.26% | 60 |
|
|
2016
Q2 | $1.15M | Buy |
20,621
+283
| +1% | +$15.8K | 0.53% | 34 |
|
|
2016
Q1 | $1.1M | Buy |
20,338
+6,272
| +45% | +$339K | 0.6% | 36 |
|
|
2015
Q4 | $650K | Buy |
14,066
+2,300
| +20% | +$106K | 0.37% | 43 |
|
|
2015
Q3 | $512K | Sell |
11,766
-1,628
| -12% | -$70.8K | 0.33% | 46 |
|
|
2015
Q2 | $624K | Sell |
13,394
-2,471
| -16% | -$115K | 0.39% | 46 |
|
|
2015
Q1 | $772K | Sell |
15,865
-21
| -0.1% | -$1.02K | 0.47% | 39 |
|
|
2014
Q4 | $743K | Sell |
15,886
-205
| -1% | -$9.59K | 0.53% | 40 |
|
|
2014
Q3 | $804K | Sell |
16,091
-1,074
| -6% | -$53.7K | 0.62% | 36 |
|
|
2014
Q2 | $840K | Buy |
17,165
+220
| +1% | +$10.8K | 0.66% | 34 |
|
|
2014
Q1 | $806K | Buy |
16,945
+192
| +1% | +$9.13K | 0.67% | 33 |
|
|
2013
Q4 | $823K | Buy |
16,753
+247
| +1% | +$12.1K | 0.69% | 32 |
|
|
2013
Q3 | $770K | Buy |
+16,506
| New | +$770K | 0.73% | 28 |
|