Global Wealth Management Investment Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
131,472
-2,874
| -2% | -$124K | 1.07% | 24 |
|
|
2025
Q1 | $6.09M | Buy |
134,346
+25,988
| +24% | +$1.18M | 1.22% | 21 |
|
|
2024
Q4 | $4.33M | Buy |
+108,358
| New | +$4.33M | 0.89% | 36 |
|
|
2024
Q1 | – | Sell |
-2,796
| Closed | -$105K | – | 438 |
|
|
2023
Q4 | $105K | Sell |
2,796
-374
| -12% | -$14.1K | 0.03% | 149 |
|
|
2023
Q3 | $103K | Sell |
3,170
-88,083
| -97% | -$2.85M | 0.03% | 153 |
|
|
2023
Q2 | $3.39M | Buy |
91,253
+1,557
| +2% | +$57.9K | 0.93% | 38 |
|
|
2023
Q1 | $3.49M | Buy |
89,696
+30,813
| +52% | +$1.2M | 1.05% | 31 |
|
|
2022
Q4 | $2.32M | Sell |
58,883
-37,066
| -39% | -$1.46M | 0.76% | 53 |
|
|
2022
Q3 | $3.64M | Buy |
95,949
+3,971
| +4% | +$151K | 1.3% | 23 |
|
|
2022
Q2 | $4.67M | Buy |
91,978
+12,174
| +15% | +$618K | 1.57% | 16 |
|
|
2022
Q1 | $4.07M | Buy |
79,804
+12,114
| +18% | +$617K | 1.21% | 22 |
|
|
2021
Q4 | $3.52M | Buy |
67,690
+3,938
| +6% | +$205K | 1.06% | 29 |
|
|
2021
Q3 | $3.44M | Buy |
63,752
+5,449
| +9% | +$294K | 1.09% | 28 |
|
|
2021
Q2 | $3.27M | Buy |
58,303
+2,543
| +5% | +$142K | 1.09% | 28 |
|
|
2021
Q1 | $3.24M | Buy |
55,760
+893
| +2% | +$51.9K | 1.17% | 28 |
|
|
2020
Q4 | $3.22M | Buy |
54,867
+1,425
| +3% | +$83.7K | 1.25% | 25 |
|
|
2020
Q3 | $3.18M | Sell |
53,442
-1,712
| -3% | -$102K | 1.38% | 21 |
|
|
2020
Q2 | $3.04M | Buy |
55,154
+3,373
| +7% | +$186K | 1.3% | 24 |
|
|
2020
Q1 | $2.78M | Buy |
51,781
+1,667
| +3% | +$89.6K | 1.4% | 19 |
|
|
2019
Q4 | $3.08M | Buy |
50,114
+1,257
| +3% | +$77.2K | 1.3% | 23 |
|
|
2019
Q3 | $2.95M | Buy |
48,857
+1,938
| +4% | +$117K | 1.35% | 22 |
|
|
2019
Q2 | $2.68M | Buy |
46,919
+1,703
| +4% | +$97.3K | 1.3% | 26 |
|
|
2019
Q1 | $2.67M | Sell |
45,216
-3,748
| -8% | -$222K | 1.39% | 19 |
|
|
2018
Q4 | $2.75M | Buy |
+48,964
| New | +$2.75M | 1.6% | 9 |
|