Marcum Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.18M | Sell |
26,044
-843
| -3% | -$38.2K | 0.1% | 97 |
|
|
2024
Q4 | $1.08M | Sell |
26,887
-2,137
| -7% | -$85.5K | 0.09% | 105 |
|
|
2024
Q3 | $1.3M | Sell |
29,024
-2,306
| -7% | -$104K | 0.12% | 86 |
|
|
2024
Q2 | $1.29M | Buy |
31,330
+2,378
| +8% | +$98.1K | 0.13% | 85 |
|
|
2024
Q1 | $1.21M | Buy |
28,952
+139
| +0.5% | +$5.83K | 0.12% | 86 |
|
|
2023
Q4 | $1.09M | Sell |
28,813
-4,227
| -13% | -$159K | 0.12% | 91 |
|
|
2023
Q3 | $1.07M | Sell |
33,040
-2,499
| -7% | -$81K | 0.13% | 85 |
|
|
2023
Q2 | $1.32M | Sell |
35,539
-3,663
| -9% | -$136K | 0.16% | 74 |
|
|
2023
Q1 | $1.52M | Buy |
39,202
+9,260
| +31% | +$360K | 0.19% | 62 |
|
|
2022
Q4 | $1.18M | Sell |
29,942
-8,828
| -23% | -$348K | 0.16% | 70 |
|
|
2022
Q3 | $1.47M | Buy |
38,770
+786
| +2% | +$29.8K | 0.22% | 56 |
|
|
2022
Q2 | $1.93M | Buy |
37,984
+2,023
| +6% | +$103K | 0.29% | 38 |
|
|
2022
Q1 | $1.83M | Buy |
35,961
+2,999
| +9% | +$153K | 0.25% | 49 |
|
|
2021
Q4 | $1.71M | Sell |
32,962
-7,958
| -19% | -$414K | 0.24% | 57 |
|
|
2021
Q3 | $2.21M | Buy |
40,920
+854
| +2% | +$46.1K | 0.35% | 33 |
|
|
2021
Q2 | $2.25M | Buy |
40,066
+677
| +2% | +$37.9K | 0.36% | 31 |
|
|
2021
Q1 | $2.29M | Buy |
39,389
+26,168
| +198% | +$1.52M | 0.38% | 30 |
|
|
2020
Q4 | $777K | Buy |
13,221
+5,697
| +76% | +$335K | 0.18% | 45 |
|
|
2020
Q3 | $448K | Sell |
7,524
-902
| -11% | -$53.7K | 0.14% | 56 |
|
|
2020
Q2 | $465K | Buy |
8,426
+1,062
| +14% | +$58.6K | 0.14% | 60 |
|
|
2020
Q1 | $396K | Buy |
7,364
+470
| +7% | +$25.3K | 0.15% | 49 |
|
|
2019
Q4 | $423K | Buy |
+6,894
| New | +$423K | 0.16% | 56 |
|