GWS
Glassman Wealth Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,387
| Closed | -$429K | – | 1799 |
|
|
2023
Q4 | $429K | Buy |
11,387
+80
| +0.7% | +$3.02K | 0.06% | 97 |
|
|
2023
Q3 | $366K | Sell |
11,307
-271
| -2% | -$8.78K | 0.06% | 97 |
|
|
2023
Q2 | $431K | Sell |
11,578
-680
| -6% | -$25.3K | 0.07% | 87 |
|
|
2023
Q1 | $477K | Sell |
12,258
-1,720
| -12% | -$66.9K | 0.08% | 77 |
|
|
2022
Q4 | $551K | Buy |
13,978
+1,860
| +15% | +$73.3K | 0.1% | 72 |
|
|
2022
Q3 | $460K | Sell |
12,118
-17
| -0.1% | -$645 | 0.1% | 76 |
|
|
2022
Q2 | $616K | Sell |
12,135
-384
| -3% | -$19.5K | 0.13% | 64 |
|
|
2022
Q1 | $638K | Sell |
12,519
-33
| -0.3% | -$1.68K | 0.12% | 69 |
|
|
2021
Q4 | $652K | Buy |
12,552
+1,596
| +15% | +$82.9K | 0.12% | 64 |
|
|
2021
Q3 | $592K | Buy |
10,956
+287
| +3% | +$15.5K | 0.12% | 73 |
|
|
2021
Q2 | $598K | Sell |
10,669
-5,778
| -35% | -$324K | 0.13% | 66 |
|
|
2021
Q1 | $956K | Sell |
16,447
-820
| -5% | -$47.7K | 0.2% | 46 |
|
|
2020
Q4 | $1.01M | Buy |
17,267
+31
| +0.2% | +$1.82K | 0.23% | 43 |
|
|
2020
Q3 | $1.03M | Buy |
17,236
+1,952
| +13% | +$116K | 0.28% | 34 |
|
|
2020
Q2 | $843K | Buy |
15,284
+5,946
| +64% | +$328K | 0.26% | 36 |
|
|
2020
Q1 | $502K | Sell |
9,338
-951
| -9% | -$51.1K | 0.19% | 55 |
|
|
2019
Q4 | $632K | Buy |
10,289
+764
| +8% | +$46.9K | 0.24% | 54 |
|
|
2019
Q3 | $575K | Buy |
9,525
+225
| +2% | +$13.6K | 0.23% | 52 |
|
|
2019
Q2 | $531K | Buy |
9,300
+551
| +6% | +$31.5K | 0.21% | 57 |
|
|
2019
Q1 | $517K | Buy |
8,749
+1,241
| +17% | +$73.3K | 0.22% | 56 |
|
|
2018
Q4 | $422K | Buy |
7,508
+176
| +2% | +$9.89K | 0.23% | 60 |
|
|
2018
Q3 | $391K | Sell |
7,332
-6
| -0.1% | -$320 | 0.18% | 63 |
|
|
2018
Q2 | $369K | Sell |
7,338
-2,640
| -26% | -$133K | 0.18% | 58 |
|
|
2018
Q1 | $477K | Buy |
9,978
+2,182
| +28% | +$104K | 0.29% | 40 |
|
|
2017
Q4 | $413K | Buy |
7,796
+71
| +0.9% | +$3.76K | 0.25% | 41 |
|
|
2017
Q3 | $382K | Buy |
7,725
+6
| +0.1% | +$297 | 0.25% | 44 |
|
|
2017
Q2 | $345K | Buy |
7,719
+31
| +0.4% | +$1.39K | 0.23% | 50 |
|
|
2017
Q1 | $375K | Buy |
7,688
+914
| +13% | +$44.6K | 0.26% | 41 |
|
|
2016
Q4 | $362K | Sell |
6,774
-460
| -6% | -$24.6K | 0.26% | 39 |
|
|
2016
Q3 | $376K | Buy |
7,234
+650
| +10% | +$33.8K | 0.31% | 35 |
|
|
2016
Q2 | $368K | Buy |
6,584
+420
| +7% | +$23.5K | 0.32% | 30 |
|
|
2016
Q1 | $333K | Buy |
6,164
+20
| +0.3% | +$1.08K | 0.3% | 29 |
|
|
2015
Q4 | $284K | Buy |
6,144
+22
| +0.4% | +$1.02K | 0.26% | 42 |
|
|
2015
Q3 | $266K | Buy |
6,122
+3,484
| +132% | +$151K | 0.24% | 48 |
|
|
2015
Q2 | $123K | Buy |
2,638
+19
| +0.7% | +$886 | 0.1% | 101 |
|
|
2015
Q1 | $127K | Sell |
2,619
-428
| -14% | -$20.8K | 0.1% | 97 |
|
|
2014
Q4 | $143K | Buy |
+3,047
| New | +$143K | 0.1% | 97 |
|