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