KJWM
Kiley Juergens Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
29,593
+10,554
| +55% | +$457K | 0.3% | 49 |
|
|
2025
Q1 | $864K | Sell |
19,039
-281
| -1% | -$12.7K | 0.23% | 56 |
|
|
2024
Q4 | $773K | Sell |
19,320
-104
| -0.5% | -$4.16K | 0.19% | 58 |
|
|
2024
Q3 | $872K | Buy |
19,424
+767
| +4% | +$34.4K | 0.23% | 53 |
|
|
2024
Q2 | $769K | Buy |
18,657
+632
| +4% | +$26.1K | 0.21% | 54 |
|
|
2024
Q1 | $756K | Sell |
18,025
-162
| -0.9% | -$6.8K | 0.23% | 51 |
|
|
2023
Q4 | $686K | Sell |
18,187
-3,346
| -16% | -$126K | 0.23% | 53 |
|
|
2023
Q3 | $698K | Sell |
21,533
-2,865
| -12% | -$92.9K | 0.25% | 55 |
|
|
2023
Q2 | $907K | Sell |
24,398
-5,878
| -19% | -$219K | 0.31% | 49 |
|
|
2023
Q1 | $1.18M | Sell |
30,276
-1,948
| -6% | -$75.8K | 0.44% | 43 |
|
|
2022
Q4 | $1.27M | Sell |
32,224
-2,947
| -8% | -$116K | 0.53% | 40 |
|
|
2022
Q3 | $1.34M | Sell |
35,171
-2,367
| -6% | -$89.8K | 0.63% | 34 |
|
|
2022
Q2 | $1.91M | Sell |
37,538
-19,630
| -34% | -$996K | 0.9% | 27 |
|
|
2022
Q1 | $2.91M | Buy |
57,168
+20,037
| +54% | +$1.02M | 1.41% | 20 |
|
|
2021
Q4 | $1.93M | Sell |
37,131
-2,119
| -5% | -$110K | 0.73% | 27 |
|
|
2021
Q3 | $2.12M | Buy |
39,250
+3,511
| +10% | +$190K | 0.93% | 27 |
|
|
2021
Q2 | $2M | Buy |
35,739
+214
| +0.6% | +$12K | 0.92% | 26 |
|
|
2021
Q1 | $2.07M | Buy |
35,525
+5,146
| +17% | +$299K | 1.08% | 23 |
|
|
2020
Q4 | $1.78M | Buy |
30,379
+1,830
| +6% | +$107K | 1.06% | 24 |
|
|
2020
Q3 | $1.7M | Sell |
28,549
-6,221
| -18% | -$370K | 1.24% | 22 |
|
|
2020
Q2 | $1.92M | Buy |
34,770
+2,213
| +7% | +$122K | 1.6% | 16 |
|
|
2020
Q1 | $1.75M | Buy |
32,557
+2,761
| +9% | +$148K | 1.8% | 15 |
|
|
2019
Q4 | $1.83M | Buy |
29,796
+1,736
| +6% | +$107K | 1.61% | 17 |
|
|
2019
Q3 | $1.69M | Sell |
28,060
-4
| -0% | -$241 | 1.85% | 13 |
|
|
2019
Q2 | $1.6M | Buy |
28,064
+911
| +3% | +$52K | 1.8% | 13 |
|
|
2019
Q1 | $1.61M | Sell |
27,153
-608
| -2% | -$35.9K | 2% | 13 |
|
|
2018
Q4 | $1.56M | Buy |
27,761
+1,496
| +6% | +$84.1K | 2.18% | 10 |
|
|
2018
Q3 | $1.4M | Buy |
26,265
+3,541
| +16% | +$189K | 1.05% | 16 |
|
|
2018
Q2 | $1.14M | Buy |
22,724
+959
| +4% | +$48.2K | 1.02% | 18 |
|
|
2018
Q1 | $1.04M | Sell |
21,765
-80
| -0.4% | -$3.82K | 1.13% | 21 |
|
|
2017
Q4 | $1.16M | Buy |
+21,845
| New | +$1.16M | 1.04% | 21 |
|