Jeppson Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
87,169
-677
| -0.8% | -$29.3K | 1.3% | 13 |
|
|
2025
Q1 | $3.98M | Buy |
87,846
+3,212
| +4% | +$146K | 1.46% | 12 |
|
|
2024
Q4 | $3.38M | Buy |
84,634
+335
| +0.4% | +$13.4K | 1.23% | 16 |
|
|
2024
Q3 | $3.79M | Sell |
84,299
-686
| -0.8% | -$30.8K | 1.36% | 14 |
|
|
2024
Q2 | $3.5M | Buy |
84,985
+135
| +0.2% | +$5.57K | 1.34% | 14 |
|
|
2024
Q1 | $3.56M | Sell |
84,850
-393
| -0.5% | -$16.5K | 1.38% | 12 |
|
|
2023
Q4 | $3.21M | Sell |
85,243
-11,997
| -12% | -$452K | 1.33% | 12 |
|
|
2023
Q3 | $3.15M | Sell |
97,240
-20,164
| -17% | -$654K | 1.44% | 12 |
|
|
2023
Q2 | $4.37M | Buy |
117,404
+34,324
| +41% | +$1.28M | 1.9% | 7 |
|
|
2023
Q1 | $3.23M | Buy |
83,080
+8,590
| +12% | +$334K | 1.41% | 10 |
|
|
2022
Q4 | $2.93M | Sell |
74,490
-37,762
| -34% | -$1.49M | 1.23% | 14 |
|
|
2022
Q3 | $4.26M | Sell |
112,252
-19,652
| -15% | -$746K | 1.93% | 6 |
|
|
2022
Q2 | $6.69M | Buy |
131,904
+65,805
| +100% | +$3.34M | 2.88% | 6 |
|
|
2022
Q1 | $3.37M | Sell |
66,099
-3,452
| -5% | -$176K | 1.57% | 11 |
|
|
2021
Q4 | $3.61M | Buy |
69,551
+21,268
| +44% | +$1.11M | 1.74% | 9 |
|
|
2021
Q3 | $2.61M | Buy |
48,283
+6,534
| +16% | +$353K | 1.36% | 14 |
|
|
2021
Q2 | $2.34M | Buy |
41,749
+3,932
| +10% | +$220K | 1.28% | 14 |
|
|
2021
Q1 | $2.2M | Buy |
37,817
+7,253
| +24% | +$422K | 1.31% | 15 |
|
|
2020
Q4 | $1.8M | Sell |
30,564
-115
| -0.4% | -$6.76K | 1.19% | 17 |
|
|
2020
Q3 | $1.83M | Buy |
+30,679
| New | +$1.83M | 1.43% | 11 |
|