GGM Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $272K | Sell |
6,416
-261
| -4% | -$11.1K | 0.15% | 108 |
|
2024
Q4 | $267K | Sell |
6,677
-1,629
| -20% | -$65.1K | 0.14% | 113 |
|
2024
Q3 | $373K | Buy |
8,306
+373
| +5% | +$16.8K | 0.16% | 95 |
|
2024
Q2 | $327K | Buy |
7,933
+11
| +0.1% | +$454 | 0.15% | 100 |
|
2024
Q1 | $324K | Sell |
7,922
-1,345
| -15% | -$54.9K | 0.15% | 100 |
|
2023
Q4 | $393K | Buy |
9,267
+11
| +0.1% | +$466 | 0.16% | 94 |
|
2023
Q3 | $300K | Buy |
9,256
+12
| +0.1% | +$389 | 0.13% | 108 |
|
2023
Q2 | $323K | Buy |
+9,244
| New | +$323K | 0.13% | 107 |
|
2023
Q1 | – | Sell |
-9,224
| Closed | -$389K | – | 134 |
|
2022
Q4 | $389K | Sell |
9,224
-2,210
| -19% | -$93.2K | 0.2% | 82 |
|
2022
Q3 | $416K | Buy |
11,434
+8
| +0.1% | +$291 | 0.22% | 80 |
|
2022
Q2 | $580K | Buy |
11,426
+7
| +0.1% | +$355 | 0.32% | 60 |
|
2022
Q1 | $613K | Buy |
11,419
+4,672
| +69% | +$251K | 0.31% | 65 |
|
2021
Q4 | $361K | Sell |
6,747
-527
| -7% | -$28.2K | 0.29% | 67 |
|
2021
Q3 | $382K | Buy |
7,274
+12
| +0.2% | +$630 | 0.3% | 63 |
|
2021
Q2 | $410K | Buy |
7,262
+11
| +0.2% | +$621 | 0.35% | 54 |
|
2021
Q1 | $419K | Buy |
7,251
+1,037
| +17% | +$59.9K | 0.33% | 52 |
|
2020
Q4 | $354K | Buy |
+6,214
| New | +$354K | 0.35% | 48 |
|