GWM
Graybill Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60,920
| Closed | -$2.27M | – | 55 |
|
|
2023
Q2 | $2.27M | Sell |
60,920
-362
| -0.6% | -$13.5K | 1.08% | 43 |
|
|
2023
Q1 | $2.38M | Sell |
61,282
-51
| -0.1% | -$1.98K | 1.21% | 42 |
|
|
2022
Q4 | $2.42M | Sell |
61,333
-2,884
| -4% | -$114K | 1.31% | 40 |
|
|
2022
Q3 | $2.44M | Buy |
64,217
+495
| +0.8% | +$18.8K | 1.45% | 38 |
|
|
2022
Q2 | $3.23M | Sell |
63,722
-1,203
| -2% | -$61.1K | 1.79% | 29 |
|
|
2022
Q1 | $3.31M | Buy |
64,925
+278
| +0.4% | +$14.2K | 1.61% | 38 |
|
|
2021
Q4 | $3.36M | Sell |
64,647
-14,655
| -18% | -$761K | 1.52% | 35 |
|
|
2021
Q3 | $4.28M | Buy |
79,302
+361
| +0.5% | +$19.5K | 2.11% | 20 |
|
|
2021
Q2 | $4.42M | Sell |
78,941
-189
| -0.2% | -$10.6K | 2.18% | 17 |
|
|
2021
Q1 | $4.6M | Buy |
79,130
+1,636
| +2% | +$95.1K | 2.44% | 16 |
|
|
2020
Q4 | $4.55M | Sell |
77,494
-62
| -0.1% | -$3.64K | 2.57% | 15 |
|
|
2020
Q3 | $4.61M | Buy |
77,556
+107
| +0.1% | +$6.37K | 3.01% | 8 |
|
|
2020
Q2 | $4.27M | Sell |
77,449
-1,555
| -2% | -$85.7K | 3.14% | 8 |
|
|
2020
Q1 | $4.25M | Sell |
79,004
-723
| -0.9% | -$38.8K | 3.75% | 6 |
|
|
2019
Q4 | $4.9M | Buy |
79,727
+499
| +0.6% | +$30.6K | 3.05% | 8 |
|
|
2019
Q3 | $4.78M | Sell |
79,228
-218
| -0.3% | -$13.2K | 3.24% | 6 |
|
|
2019
Q2 | $4.54M | Sell |
79,446
-690
| -0.9% | -$39.4K | 3.11% | 8 |
|
|
2019
Q1 | $4.74M | Sell |
80,136
-376
| -0.5% | -$22.2K | 3.31% | 4 |
|
|
2018
Q4 | $4.53M | Buy |
80,512
+3,420
| +4% | +$192K | 3.77% | 3 |
|
|
2018
Q3 | $4.12M | Sell |
77,092
-1,615
| -2% | -$86.2K | 2.98% | 7 |
|
|
2018
Q2 | $3.96M | Buy |
78,707
+2,276
| +3% | +$115K | 3.04% | 7 |
|
|
2018
Q1 | $3.66M | Buy |
76,431
+990
| +1% | +$47.3K | 2.78% | 13 |
|
|
2017
Q4 | $3.99M | Buy |
75,441
+3,170
| +4% | +$168K | 2.88% | 8 |
|
|
2017
Q3 | $3.58M | Sell |
72,271
-380
| -0.5% | -$18.8K | 2.65% | 12 |
|
|
2017
Q2 | $3.25M | Buy |
72,651
+309
| +0.4% | +$13.8K | 2.56% | 16 |
|
|
2017
Q1 | $3.53M | Buy |
72,342
+1,052
| +1% | +$51.3K | 2.8% | 10 |
|
|
2016
Q4 | $3.81M | Buy |
71,290
+2,160
| +3% | +$115K | 3.25% | 7 |
|
|
2016
Q3 | $3.59M | Buy |
69,130
+660
| +1% | +$34.3K | 3.34% | 4 |
|
|
2016
Q2 | $3.82M | Sell |
68,470
-1,385
| -2% | -$77.3K | 3.54% | 2 |
|
|
2016
Q1 | $3.78M | Buy |
69,855
+475
| +0.7% | +$25.7K | 3.41% | 3 |
|
|
2015
Q4 | $3.21M | Sell |
69,380
-2,285
| -3% | -$106K | 2.77% | 11 |
|
|
2015
Q3 | $3.12M | Buy |
71,665
+1,485
| +2% | +$64.6K | 2.56% | 12 |
|
|
2015
Q2 | $3.27M | Buy |
70,180
+95
| +0.1% | +$4.43K | 2.42% | 11 |
|
|
2015
Q1 | $3.41M | Sell |
70,085
-305
| -0.4% | -$14.8K | 2.56% | 8 |
|
|
2014
Q4 | $3.29M | Sell |
70,390
-240
| -0.3% | -$11.2K | 2.5% | 9 |
|
|
2014
Q3 | $3.53M | Buy |
70,630
+20,990
| +42% | +$1.05M | 2.71% | 6 |
|
|
2014
Q2 | $2.43M | Buy |
49,640
+475
| +1% | +$23.2K | 1.88% | 34 |
|
|
2014
Q1 | $2.34M | Buy |
49,165
+1,020
| +2% | +$48.5K | 1.93% | 30 |
|
|
2013
Q4 | $2.37M | Buy |
+48,145
| New | +$2.37M | 2.07% | 28 |
|