MWM
Mattern Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
9,930
+118
| +1% | +$5.11K | 0.09% | 96 |
|
|
2025
Q1 | $445K | Buy |
9,812
+250
| +3% | +$11.3K | 0.1% | 103 |
|
|
2024
Q4 | $382K | Sell |
9,562
-1,425
| -13% | -$57K | 0.08% | 122 |
|
|
2024
Q3 | $493K | Hold |
10,987
| – | – | 0.11% | 101 |
|
|
2024
Q2 | $453K | Sell |
10,987
-212
| -2% | -$8.74K | 0.11% | 108 |
|
|
2024
Q1 | $470K | Sell |
11,199
-150
| -1% | -$6.29K | 0.11% | 111 |
|
|
2023
Q4 | $428K | Buy |
11,349
+1,900
| +20% | +$71.6K | 0.11% | 118 |
|
|
2023
Q3 | $306K | Sell |
9,449
-6,150
| -39% | -$199K | 0.09% | 131 |
|
|
2023
Q2 | $580K | Sell |
15,599
-2,146
| -12% | -$79.8K | 0.17% | 99 |
|
|
2023
Q1 | $690K | Sell |
17,745
-14,694
| -45% | -$571K | 0.23% | 98 |
|
|
2022
Q4 | $1.28M | Sell |
32,439
-2,222
| -6% | -$87.5K | 0.52% | 63 |
|
|
2022
Q3 | $1.32M | Sell |
34,661
-2,452
| -7% | -$93.1K | 0.53% | 60 |
|
|
2022
Q2 | $1.88M | Buy |
37,113
+1,291
| +4% | +$65.5K | 0.74% | 39 |
|
|
2022
Q1 | $1.83M | Buy |
35,822
+26,078
| +268% | +$1.33M | 0.6% | 49 |
|
|
2021
Q4 | $506K | Sell |
9,744
-270
| -3% | -$14K | 0.15% | 111 |
|
|
2021
Q3 | $541K | Buy |
10,014
+100
| +1% | +$5.4K | 0.18% | 106 |
|
|
2021
Q2 | $560K | Hold |
9,914
| – | – | 0.18% | 106 |
|
|
2021
Q1 | $577K | Buy |
9,914
+150
| +2% | +$8.73K | 0.2% | 100 |
|
|
2020
Q4 | $574K | Sell |
9,764
-150
| -2% | -$8.82K | 0.22% | 96 |
|
|
2020
Q3 | $590K | Sell |
9,914
-120
| -1% | -$7.14K | 0.25% | 86 |
|
|
2020
Q2 | $553K | Sell |
10,034
-675
| -6% | -$37.2K | 0.27% | 88 |
|
|
2020
Q1 | $575K | Buy |
10,709
+3,276
| +44% | +$176K | 0.41% | 76 |
|
|
2019
Q4 | $456K | Buy |
+7,433
| New | +$456K | 0.27% | 98 |
|