IFWM
Institute for Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
20,220
-306
| -1% | -$13.2K | 0.1% | 217 |
|
|
2025
Q1 | $931K | Sell |
20,526
-3,439
| -14% | -$156K | 0.12% | 194 |
|
|
2024
Q4 | $958K | Sell |
23,965
-135
| -0.6% | -$5.4K | 0.12% | 177 |
|
|
2024
Q3 | $1.08M | Sell |
24,100
-171
| -0.7% | -$7.68K | 0.14% | 162 |
|
|
2024
Q2 | $1M | Buy |
24,271
+88
| +0.4% | +$3.63K | 0.13% | 164 |
|
|
2024
Q1 | $1.01M | Sell |
24,183
-1,277
| -5% | -$53.6K | 0.13% | 167 |
|
|
2023
Q4 | $960K | Buy |
25,460
+1,239
| +5% | +$46.7K | 0.16% | 156 |
|
|
2023
Q3 | $785K | Buy |
24,221
+3,531
| +17% | +$114K | 0.14% | 174 |
|
|
2023
Q2 | $769K | Buy |
20,690
+1,223
| +6% | +$45.5K | 0.13% | 184 |
|
|
2023
Q1 | $757K | Sell |
19,467
-30
| -0.2% | -$1.17K | 0.14% | 176 |
|
|
2022
Q4 | $768K | Buy |
19,497
+1,533
| +9% | +$60.4K | 0.16% | 170 |
|
|
2022
Q3 | $682K | Sell |
17,964
-5,781
| -24% | -$219K | 0.15% | 180 |
|
|
2022
Q2 | $1.21M | Sell |
23,745
-740
| -3% | -$37.6K | 0.24% | 112 |
|
|
2022
Q1 | $1.25M | Buy |
24,485
+6,287
| +35% | +$320K | 0.2% | 121 |
|
|
2021
Q4 | $946K | Sell |
18,198
-4,051
| -18% | -$211K | 0.15% | 168 |
|
|
2021
Q3 | $1.2M | Buy |
22,249
+324
| +1% | +$17.5K | 0.21% | 120 |
|
|
2021
Q2 | $1.23M | Sell |
21,925
-200
| -0.9% | -$11.2K | 0.22% | 114 |
|
|
2021
Q1 | $1.29M | Sell |
22,125
-337
| -2% | -$19.6K | 0.24% | 105 |
|
|
2020
Q4 | $1.32M | Sell |
22,462
-641
| -3% | -$37.7K | 0.26% | 98 |
|
|
2020
Q3 | $1.37M | Sell |
23,103
-2,518
| -10% | -$150K | 0.31% | 80 |
|
|
2020
Q2 | $1.41M | Sell |
25,621
-2
| -0% | -$110 | 0.35% | 74 |
|
|
2020
Q1 | $1.38M | Sell |
25,623
-580
| -2% | -$31.2K | 0.42% | 52 |
|
|
2019
Q4 | $1.61M | Buy |
26,203
+1,274
| +5% | +$78.2K | 0.36% | 62 |
|
|
2019
Q3 | $1.51M | Sell |
24,929
-11,874
| -32% | -$717K | 0.38% | 60 |
|
|
2019
Q2 | $2.1M | Buy |
36,803
+5,349
| +17% | +$306K | 0.47% | 49 |
|
|
2019
Q1 | $1.86M | Sell |
31,454
-10,787
| -26% | -$638K | 0.4% | 53 |
|
|
2018
Q4 | $2.37M | Buy |
42,241
+8,700
| +26% | +$488K | 0.97% | 24 |
|
|
2018
Q3 | $1.79M | Sell |
33,541
-6,699
| -17% | -$357K | 0.6% | 47 |
|
|
2018
Q2 | $2.03M | Buy |
40,240
+1,976
| +5% | +$99.6K | 0.65% | 45 |
|
|
2018
Q1 | $1.86M | Buy |
38,264
+7,619
| +25% | +$370K | 0.55% | 54 |
|
|
2017
Q4 | $1.62M | Sell |
30,645
-7,798
| -20% | -$412K | 0.37% | 81 |
|
|
2017
Q3 | $1.9M | Buy |
38,443
+4,476
| +13% | +$221K | 0.62% | 43 |
|
|
2017
Q2 | $1.51M | Buy |
+33,967
| New | +$1.51M | 0.42% | 58 |
|
|
2014
Q4 | – | Sell |
-244
| Closed | -$12K | – | 65 |
|
|
2014
Q3 | $12K | Hold |
244
| – | – | 0.01% | 46 |
|
|
2014
Q2 | $12K | Hold |
244
| – | – | 0.01% | 46 |
|
|
2014
Q1 | $12K | Hold |
244
| – | – | 0.01% | 60 |
|
|
2013
Q4 | $12K | Hold |
244
| – | – | 0.01% | 58 |
|
|
2013
Q3 | $11K | Sell |
244
-1,028
| -81% | -$46.3K | 0.01% | 48 |
|
|
2013
Q2 | $64K | Buy |
+1,272
| New | +$64K | 0.05% | 50 |
|