LGWM
Litman Gregory Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,800
| Closed | -$260K | – | 144 |
|
|
2024
Q3 | $260K | Sell |
5,800
-3,150
| -35% | -$141K | 0.02% | 122 |
|
|
2024
Q2 | $369K | Sell |
8,950
-834
| -9% | -$34.4K | 0.03% | 103 |
|
|
2024
Q1 | $411K | Sell |
9,784
-3,000
| -23% | -$126K | 0.04% | 97 |
|
|
2023
Q4 | $482K | Sell |
12,784
-5,604
| -30% | -$211K | 0.05% | 84 |
|
|
2023
Q3 | $596K | Buy |
+18,388
| New | +$596K | 0.06% | 81 |
|
|
2021
Q2 | – | Sell |
-1,123
| Closed | -$65K | – | 189 |
|
|
2021
Q1 | $65K | Buy |
1,123
+123
| +12% | +$7.12K | 0.01% | 91 |
|
|
2020
Q4 | $59K | Sell |
1,000
-209
| -17% | -$12.3K | 0.01% | 93 |
|
|
2020
Q3 | $72K | Buy |
1,209
+159
| +15% | +$9.47K | 0.01% | 83 |
|
|
2020
Q2 | $58K | Hold |
1,050
| – | – | 0.01% | 89 |
|
|
2020
Q1 | $56K | Sell |
1,050
-96
| -8% | -$5.12K | 0.01% | 79 |
|
|
2019
Q4 | $70K | Buy |
1,146
+942
| +462% | +$57.5K | 0.02% | 86 |
|
|
2019
Q3 | $12K | Sell |
204
-138
| -40% | -$8.12K | ﹤0.01% | 135 |
|
|
2019
Q2 | $20K | Buy |
342
+228
| +200% | +$13.3K | 0.01% | 141 |
|
|
2019
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 115 |
|
|
2018
Q4 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 127 |
|
|
2018
Q2 | – | Sell |
-1,275
| Closed | -$61K | – | 165 |
|
|
2018
Q1 | $61K | Buy |
+1,275
| New | +$61K | 0.02% | 86 |
|