KMWM
Keudell/Morrison Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
51,185
+3,143
| +7% | +$136K | 0.49% | 41 |
|
|
2025
Q1 | $2.18M | Buy |
48,042
+983
| +2% | +$44.6K | 0.51% | 37 |
|
|
2024
Q4 | $1.88M | Buy |
47,059
+179
| +0.4% | +$7.16K | 0.49% | 45 |
|
|
2024
Q3 | $2.11M | Sell |
46,880
-758
| -2% | -$34K | 0.57% | 38 |
|
|
2024
Q2 | $1.96M | Buy |
47,638
+115
| +0.2% | +$4.74K | 0.57% | 39 |
|
|
2024
Q1 | $1.99M | Buy |
47,523
+1,059
| +2% | +$44.4K | 0.6% | 34 |
|
|
2023
Q4 | $1.75M | Sell |
46,464
-8,400
| -15% | -$317K | 0.58% | 34 |
|
|
2023
Q3 | $1.78M | Sell |
54,864
-6,023
| -10% | -$195K | 0.54% | 31 |
|
|
2023
Q2 | $2.26M | Buy |
60,887
+246
| +0.4% | +$9.15K | 0.65% | 28 |
|
|
2023
Q1 | $2.36M | Buy |
60,641
+2,450
| +4% | +$95.3K | 0.69% | 24 |
|
|
2022
Q4 | $2.29M | Sell |
58,191
-3,304
| -5% | -$130K | 0.74% | 25 |
|
|
2022
Q3 | $2.34M | Buy |
61,495
+2,191
| +4% | +$83.2K | 0.87% | 19 |
|
|
2022
Q2 | $3.01M | Buy |
59,304
+2,540
| +4% | +$129K | 1.09% | 18 |
|
|
2022
Q1 | $2.89M | Buy |
56,764
+6,071
| +12% | +$309K | 1.21% | 13 |
|
|
2021
Q4 | $2.63M | Buy |
50,693
+3,080
| +6% | +$160K | 1.04% | 15 |
|
|
2021
Q3 | $2.57M | Buy |
47,613
+448
| +0.9% | +$24.2K | 1.1% | 15 |
|
|
2021
Q2 | $2.64M | Buy |
47,165
+492
| +1% | +$27.6K | 1.45% | 14 |
|
|
2021
Q1 | $2.71M | Sell |
46,673
-237
| -0.5% | -$13.8K | 1.57% | 13 |
|
|
2020
Q4 | $2.76M | Sell |
46,910
-957
| -2% | -$56.2K | 1.75% | 12 |
|
|
2020
Q3 | $2.85M | Sell |
47,867
-273
| -0.6% | -$16.2K | 1.83% | 11 |
|
|
2020
Q2 | $2.65M | Sell |
48,140
-223
| -0.5% | -$12.3K | 2.2% | 6 |
|
|
2020
Q1 | $2.6M | Buy |
48,363
+2,926
| +6% | +$157K | 2.54% | 4 |
|
|
2019
Q4 | $2.79M | Sell |
45,437
-411
| -0.9% | -$25.2K | 1.93% | 9 |
|
|
2019
Q3 | $2.77M | Buy |
45,848
+713
| +2% | +$43K | 2.28% | 6 |
|
|
2019
Q2 | $2.49M | Sell |
45,135
-1,641
| -4% | -$90.4K | 2.18% | 6 |
|
|
2019
Q1 | $2.77M | Buy |
+46,776
| New | +$2.77M | 2.43% | 5 |
|