KFP
KMG Fiduciary Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
93,424
-4,534
| -5% | -$196K | 0.3% | 82 |
|
|
2025
Q1 | $4.44M | Sell |
97,958
-37,442
| -28% | -$1.7M | 0.37% | 68 |
|
|
2024
Q4 | $5.41M | Buy |
135,400
+2,574
| +2% | +$103K | 0.45% | 60 |
|
|
2024
Q3 | $5.97M | Sell |
132,826
-19,449
| -13% | -$873K | 0.52% | 52 |
|
|
2024
Q2 | $6.28M | Buy |
152,275
+1,343
| +0.9% | +$55.4K | 0.62% | 38 |
|
|
2024
Q1 | $6.33M | Sell |
150,932
-14,031
| -9% | -$589K | 0.66% | 41 |
|
|
2023
Q4 | $6.22M | Sell |
164,963
-46,476
| -22% | -$1.75M | 0.72% | 36 |
|
|
2023
Q3 | $6.85M | Buy |
211,439
+1,568
| +0.7% | +$50.8K | 0.91% | 27 |
|
|
2023
Q2 | $7.81M | Buy |
209,871
+22,578
| +12% | +$840K | 1.01% | 22 |
|
|
2023
Q1 | $7.28M | Buy |
187,293
+43,547
| +30% | +$1.69M | 1.04% | 22 |
|
|
2022
Q4 | $5.66M | Buy |
143,746
+4,489
| +3% | +$177K | 0.93% | 25 |
|
|
2022
Q3 | $5.29M | Buy |
139,257
+12,826
| +10% | +$487K | 1.02% | 21 |
|
|
2022
Q2 | $6.42M | Buy |
126,431
+4,921
| +4% | +$250K | 1.2% | 17 |
|
|
2022
Q1 | $6.19M | Buy |
121,510
+317
| +0.3% | +$16.1K | 0.99% | 27 |
|
|
2021
Q4 | $6.3M | Sell |
121,193
-17,250
| -12% | -$896K | 0.97% | 29 |
|
|
2021
Q3 | $7.48M | Buy |
138,443
+20,359
| +17% | +$1.1M | 1.27% | 17 |
|
|
2021
Q2 | $6.62M | Buy |
118,084
+1,588
| +1% | +$89K | 1.17% | 23 |
|
|
2021
Q1 | $6.77M | Buy |
116,496
+7,300
| +7% | +$424K | 1.32% | 20 |
|
|
2020
Q4 | $6.4M | Buy |
109,196
+11,653
| +12% | +$683K | 1.35% | 21 |
|
|
2020
Q3 | $5.8M | Sell |
97,543
-3,240
| -3% | -$193K | 1.44% | 17 |
|
|
2020
Q2 | $5.56M | Buy |
100,783
+5,583
| +6% | +$308K | 1.54% | 17 |
|
|
2020
Q1 | $5.12M | Buy |
95,200
+25,048
| +36% | +$1.35M | 1.66% | 17 |
|
|
2019
Q4 | $4.31M | Sell |
70,152
-602
| -0.9% | -$37K | 1.31% | 26 |
|
|
2019
Q3 | $4.27M | Buy |
70,754
+3,368
| +5% | +$203K | 1.45% | 25 |
|
|
2019
Q2 | $3.85M | Buy |
67,386
+389
| +0.6% | +$22.2K | 1.39% | 23 |
|
|
2019
Q1 | $3.96M | Buy |
66,997
+3,062
| +5% | +$181K | 1.5% | 22 |
|
|
2018
Q4 | $3.59M | Buy |
+63,935
| New | +$3.59M | 1.63% | 23 |
|