LWM
Laidlaw Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,555
| Closed | -$662K | – | 167 |
|
|
2024
Q4 | $662K | Buy |
16,555
+674
| +4% | +$27K | 0.29% | 84 |
|
|
2024
Q3 | $713K | Sell |
15,881
-908
| -5% | -$40.8K | 0.35% | 79 |
|
|
2024
Q2 | $692K | Buy |
16,789
+722
| +4% | +$29.8K | 0.38% | 71 |
|
|
2024
Q1 | $674K | Sell |
16,067
-14,290
| -47% | -$600K | 0.38% | 78 |
|
|
2023
Q4 | $1.14M | Sell |
30,357
-11,216
| -27% | -$423K | 0.42% | 74 |
|
|
2023
Q3 | $1.35M | Sell |
41,573
-17,719
| -30% | -$574K | 0.45% | 65 |
|
|
2023
Q2 | $2.21M | Buy |
59,292
+194
| +0.3% | +$7.22K | 0.43% | 58 |
|
|
2023
Q1 | $2.3M | Buy |
59,098
+3,682
| +7% | +$143K | 0.47% | 57 |
|
|
2022
Q4 | $2.18M | Sell |
55,416
-4,486
| -7% | -$177K | 0.47% | 58 |
|
|
2022
Q3 | $2.27M | Sell |
59,902
-1,120
| -2% | -$42.5K | 0.53% | 50 |
|
|
2022
Q2 | $3.1M | Sell |
61,022
-1,555
| -2% | -$78.9K | 0.63% | 37 |
|
|
2022
Q1 | $3.19M | Buy |
62,577
+3,469
| +6% | +$177K | 0.53% | 48 |
|
|
2021
Q4 | $3.07M | Sell |
59,108
-11,705
| -17% | -$608K | 0.49% | 53 |
|
|
2021
Q3 | $3.83M | Buy |
70,813
+6,100
| +9% | +$329K | 0.98% | 25 |
|
|
2021
Q2 | $3.63M | Buy |
64,713
+4,937
| +8% | +$277K | 0.94% | 27 |
|
|
2021
Q1 | $3.48M | Buy |
59,776
+29
| +0% | +$1.69K | 1.19% | 17 |
|
|
2020
Q4 | $3.51M | Buy |
59,747
+22,907
| +62% | +$1.35M | 0.74% | 27 |
|
|
2020
Q3 | $2.19M | Buy |
36,840
+1,154
| +3% | +$68.7K | 0.97% | 21 |
|
|
2020
Q2 | $1.97M | Buy |
35,686
+4,115
| +13% | +$227K | 1.03% | 23 |
|
|
2020
Q1 | $1.7M | Buy |
31,571
+3,652
| +13% | +$196K | 1.11% | 21 |
|
|
2019
Q4 | $1.71M | Buy |
+27,919
| New | +$1.71M | 1.08% | 22 |
|