JPWM
Jamison Private Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
26,903
+26
| +0.1% | +$1.13K | 0.17% | 98 |
|
|
2025
Q1 | $1.22M | Sell |
26,877
-6,297
| -19% | -$286K | 0.19% | 98 |
|
|
2024
Q4 | $1.33M | Sell |
33,174
-332
| -1% | -$13.3K | 0.2% | 97 |
|
|
2024
Q3 | $1.5M | Buy |
33,506
+195
| +0.6% | +$8.76K | 0.23% | 89 |
|
|
2024
Q2 | $1.37M | Sell |
33,311
-1,447
| -4% | -$59.7K | 0.23% | 86 |
|
|
2024
Q1 | $1.46M | Buy |
34,758
+3,993
| +13% | +$168K | 0.25% | 84 |
|
|
2023
Q4 | $1.16M | Sell |
30,765
-16,447
| -35% | -$620K | 0.22% | 88 |
|
|
2023
Q3 | $1.53M | Buy |
+47,212
| New | +$1.53M | 0.32% | 77 |
|