KWM
Kingsview Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Buy |
140,903
+8,457
| +6% | +$366K | 0.1% | 203 |
|
|
2025
Q1 | $6.01M | Sell |
132,446
-9,902
| -7% | -$449K | 0.11% | 187 |
|
|
2024
Q4 | $5.69M | Buy |
142,348
+20,452
| +17% | +$818K | 0.11% | 186 |
|
|
2024
Q3 | $5.47M | Sell |
121,896
-6,184
| -5% | -$278K | 0.12% | 186 |
|
|
2024
Q2 | $5.28M | Buy |
128,080
+8,204
| +7% | +$338K | 0.12% | 179 |
|
|
2024
Q1 | $5.03M | Buy |
119,876
+12,615
| +12% | +$529K | 0.13% | 176 |
|
|
2023
Q4 | $4.04M | Buy |
107,261
+4,023
| +4% | +$152K | 0.12% | 170 |
|
|
2023
Q3 | $3.35M | Sell |
103,238
-4,935
| -5% | -$160K | 0.12% | 188 |
|
|
2023
Q2 | $4.02M | Buy |
108,173
+17,892
| +20% | +$665K | 0.16% | 142 |
|
|
2023
Q1 | $3.51M | Sell |
90,281
-9,088
| -9% | -$353K | 0.15% | 155 |
|
|
2022
Q4 | $3.92M | Sell |
99,369
-19,026
| -16% | -$750K | 0.17% | 141 |
|
|
2022
Q3 | $4.5M | Buy |
118,395
+5,319
| +5% | +$202K | 0.21% | 113 |
|
|
2022
Q2 | $5.74M | Buy |
113,076
+4,995
| +5% | +$254K | 0.27% | 91 |
|
|
2022
Q1 | $5.51M | Buy |
108,081
+6,779
| +7% | +$345K | 0.24% | 98 |
|
|
2021
Q4 | $5.26M | Buy |
101,302
+3,194
| +3% | +$166K | 0.22% | 101 |
|
|
2021
Q3 | $5.3M | Buy |
98,108
+5,003
| +5% | +$270K | 0.25% | 87 |
|
|
2021
Q2 | $5.24M | Buy |
93,105
+6,821
| +8% | +$384K | 0.26% | 81 |
|
|
2021
Q1 | $5.03M | Sell |
86,284
-5,798
| -6% | -$338K | 0.29% | 77 |
|
|
2020
Q4 | $5.41M | Buy |
92,082
+18,954
| +26% | +$1.11M | 0.39% | 55 |
|
|
2020
Q3 | $4.35M | Buy |
73,128
+914
| +1% | +$54.4K | 0.39% | 66 |
|
|
2020
Q2 | $3.98M | Sell |
72,214
-10,926
| -13% | -$602K | 0.4% | 66 |
|
|
2020
Q1 | $4.47M | Buy |
83,140
+38,692
| +87% | +$2.08M | 0.6% | 37 |
|
|
2019
Q4 | $2.73M | Buy |
44,448
+12,472
| +39% | +$766K | 0.34% | 83 |
|
|
2019
Q3 | $1.93M | Buy |
31,976
+3,528
| +12% | +$213K | 0.3% | 93 |
|
|
2019
Q2 | $1.63M | Buy |
28,448
+1,472
| +5% | +$84.1K | 0.27% | 104 |
|
|
2019
Q1 | $1.6M | Sell |
26,976
-1,966
| -7% | -$116K | 0.24% | 118 |
|
|
2018
Q4 | $1.63M | Buy |
28,942
+1,485
| +5% | +$83.5K | 0.36% | 88 |
|
|
2018
Q3 | $1.47M | Buy |
27,457
+2,939
| +12% | +$157K | 0.3% | 105 |
|
|
2018
Q2 | $1.23M | Sell |
24,518
-2,505
| -9% | -$126K | 0.29% | 108 |
|
|
2018
Q1 | $1.29M | Sell |
27,023
-920
| -3% | -$44K | 0.32% | 92 |
|
|
2017
Q4 | $1.74M | Buy |
27,943
+2,109
| +8% | +$131K | 0.62% | 41 |
|
|
2017
Q3 | $1.36M | Sell |
25,834
-2,656
| -9% | -$139K | 0.6% | 46 |
|
|
2017
Q2 | $1.27M | Sell |
28,490
-2,136
| -7% | -$95.4K | 0.66% | 41 |
|
|
2017
Q1 | $1.49M | Buy |
+30,626
| New | +$1.49M | 0.89% | 22 |
|