JGP 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 | $854K | Buy |
19,725
+101
| +0.5% | +$4.37K | 0.1% | 110 |
|
|
2025
Q1 | $890K | Sell |
19,624
-340
| -2% | -$15.4K | 0.12% | 100 |
|
|
2024
Q4 | $798K | Sell |
19,964
-149
| -0.7% | -$5.96K | 0.1% | 109 |
|
|
2024
Q3 | $903K | Sell |
20,113
-1,000
| -5% | -$44.9K | 0.12% | 98 |
|
|
2024
Q2 | $871K | Sell |
21,113
-12
| -0.1% | -$495 | 0.12% | 90 |
|
|
2024
Q1 | $886K | Buy |
21,125
+12,594
| +148% | +$528K | 0.13% | 91 |
|
|
2023
Q4 | $322K | Buy |
8,531
+633
| +8% | +$23.9K | 0.05% | 139 |
|
|
2023
Q3 | $256K | Buy |
+7,898
| New | +$256K | 0.04% | 138 |
|
|
2023
Q2 | – | Sell |
-6,220
| Closed | -$242K | – | 152 |
|
|
2023
Q1 | $242K | Sell |
6,220
-11,442
| -65% | -$445K | 0.04% | 136 |
|
|
2022
Q4 | $696K | Sell |
17,662
-242,727
| -93% | -$9.56M | 0.13% | 91 |
|
|
2022
Q3 | $9.6M | Buy |
260,389
+10,254
| +4% | +$378K | 2.02% | 15 |
|
|
2022
Q2 | $12.9M | Buy |
250,135
+8,325
| +3% | +$429K | 2.6% | 7 |
|
|
2022
Q1 | $12.9M | Buy |
241,810
+143,557
| +146% | +$7.68M | 2.39% | 8 |
|
|
2021
Q4 | $5.31M | Sell |
98,253
-86,135
| -47% | -$4.65M | 0.99% | 37 |
|
|
2021
Q3 | $9.96M | Buy |
184,388
+9,371
| +5% | +$506K | 2.15% | 13 |
|
|
2021
Q2 | $9.81M | Buy |
175,017
+81,364
| +87% | +$4.56M | 2.11% | 13 |
|
|
2021
Q1 | $5.45M | Buy |
93,653
+9,677
| +12% | +$563K | 1.22% | 31 |
|
|
2020
Q4 | $4.63M | Buy |
83,976
+4,342
| +5% | +$239K | 1.07% | 34 |
|
|
2020
Q3 | $4.75M | Buy |
79,634
+1,711
| +2% | +$102K | 1.26% | 30 |
|
|
2020
Q2 | $4.32M | Buy |
77,923
+4,457
| +6% | +$247K | 1.27% | 31 |
|
|
2020
Q1 | $4.25M | Buy |
73,466
+2,095
| +3% | +$121K | 1.5% | 26 |
|
|
2019
Q4 | $4.3M | Buy |
71,371
+4,569
| +7% | +$275K | 1.27% | 34 |
|
|
2019
Q3 | $3.94M | Buy |
66,802
+653
| +1% | +$38.5K | 1.36% | 32 |
|
|
2019
Q2 | $3.78M | Buy |
66,149
+1,062
| +2% | +$60.7K | 1.34% | 35 |
|
|
2019
Q1 | $3.85M | Buy |
65,087
+23,034
| +55% | +$1.36M | 1.46% | 27 |
|
|
2018
Q4 | $2.36M | Buy |
42,053
+1,255
| +3% | +$70.6K | 0.98% | 47 |
|
|
2018
Q3 | $2.17M | Buy |
40,798
+3,382
| +9% | +$180K | 0.87% | 52 |
|
|
2018
Q2 | $1.88M | Buy |
+37,416
| New | +$1.88M | 0.79% | 55 |
|