HWM
Howard Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
5,821
+14
| +0.2% | +$606 | 0.13% | 107 |
|
|
2025
Q1 | $263K | Buy |
5,807
+27
| +0.5% | +$1.23K | 0.15% | 100 |
|
|
2024
Q4 | $231K | Sell |
5,780
-71
| -1% | -$2.84K | 0.13% | 106 |
|
|
2024
Q3 | $263K | Sell |
5,851
-18
| -0.3% | -$808 | 0.15% | 99 |
|
|
2024
Q2 | $242K | Sell |
5,869
-175
| -3% | -$7.22K | 0.19% | 87 |
|
|
2024
Q1 | $254K | Buy |
6,044
+423
| +8% | +$17.7K | 0.21% | 88 |
|
|
2023
Q4 | $212K | Buy |
+5,621
| New | +$212K | 0.18% | 97 |
|
|
2023
Q2 | – | Sell |
-7,496
| Closed | -$292K | – | 109 |
|
|
2023
Q1 | $292K | Hold |
7,496
| – | – | 0.24% | 85 |
|
|
2022
Q4 | $295K | Sell |
7,496
-1,246
| -14% | -$49.1K | 0.24% | 84 |
|
|
2022
Q3 | $331K | Buy |
8,742
+2,694
| +45% | +$102K | 0.23% | 82 |
|
|
2022
Q2 | $306K | Sell |
6,048
-3,174
| -34% | -$161K | 0.32% | 50 |
|
|
2022
Q1 | $469K | Sell |
9,222
-3
| -0% | -$153 | 0.26% | 80 |
|
|
2021
Q4 | $479K | Sell |
9,225
-27
| -0.3% | -$1.4K | 0.25% | 83 |
|
|
2021
Q3 | $499K | Buy |
9,252
+59
| +0.6% | +$3.18K | 0.28% | 82 |
|
|
2021
Q2 | $515K | Buy |
9,193
+130
| +1% | +$7.28K | 0.28% | 78 |
|
|
2021
Q1 | $527K | Hold |
9,063
| – | – | 0.31% | 76 |
|
|
2020
Q4 | $532K | Sell |
9,063
-123
| -1% | -$7.22K | 0.33% | 72 |
|
|
2020
Q3 | $546K | Sell |
9,186
-300
| -3% | -$17.8K | 0.39% | 62 |
|
|
2020
Q2 | $522K | Sell |
9,486
-200
| -2% | -$11K | 0.43% | 59 |
|
|
2020
Q1 | $520K | Sell |
9,686
-88
| -0.9% | -$4.72K | 0.55% | 44 |
|
|
2019
Q4 | $600K | Buy |
+9,774
| New | +$600K | 0.5% | 46 |
|