MWC
MBM Wealth Consultants’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
9,409
+780
| +9% | +$33.8K | 0.11% | 83 |
|
|
2025
Q1 | $391K | Buy |
8,629
+1,280
| +17% | +$58.1K | 0.12% | 78 |
|
|
2024
Q4 | $295K | Buy |
7,349
+533
| +8% | +$21.4K | 0.09% | 90 |
|
|
2024
Q3 | $306K | Buy |
6,816
+38
| +0.6% | +$1.71K | 0.1% | 84 |
|
|
2024
Q2 | $280K | Buy |
6,778
+76
| +1% | +$3.14K | 0.1% | 82 |
|
|
2024
Q1 | $281K | Sell |
6,702
-276
| -4% | -$11.6K | 0.1% | 85 |
|
|
2023
Q4 | $293K | Buy |
6,978
+192
| +3% | +$8.07K | 0.11% | 78 |
|
|
2023
Q3 | $208K | Buy |
6,786
+547
| +9% | +$16.8K | 0.09% | 100 |
|
|
2023
Q2 | $217K | Buy |
6,239
+1,089
| +21% | +$38K | 0.09% | 99 |
|
|
2023
Q1 | $263K | Hold |
5,150
| – | – | 0.11% | 79 |
|
|
2022
Q4 | $207K | Buy |
5,150
+2,161
| +72% | +$86.9K | 0.1% | 86 |
|
|
2022
Q3 | $117K | Buy |
2,989
+189
| +7% | +$7.4K | 0.06% | 101 |
|
|
2022
Q2 | $142K | Sell |
2,800
-417
| -13% | -$21.1K | 0.07% | 90 |
|
|
2022
Q1 | $164K | Sell |
3,217
-3,184
| -50% | -$162K | 0.07% | 104 |
|
|
2021
Q4 | $333K | Sell |
6,401
-2,506
| -28% | -$130K | 0.14% | 75 |
|
|
2021
Q3 | $481K | Buy |
8,907
+937
| +12% | +$50.6K | 0.22% | 62 |
|
|
2021
Q2 | $446K | Buy |
7,970
+325
| +4% | +$18.2K | 0.21% | 68 |
|
|
2021
Q1 | $445K | Buy |
7,645
+706
| +10% | +$41.1K | 0.23% | 55 |
|
|
2020
Q4 | $408K | Sell |
6,939
-575
| -8% | -$33.8K | 0.22% | 56 |
|
|
2020
Q3 | $447K | Buy |
7,514
+191
| +3% | +$11.4K | 0.29% | 44 |
|
|
2020
Q2 | $403K | Sell |
7,323
-3,725
| -34% | -$205K | 0.28% | 46 |
|
|
2020
Q1 | $594K | Buy |
11,048
+659
| +6% | +$35.4K | 0.49% | 36 |
|
|
2019
Q4 | $637K | Sell |
10,389
-105
| -1% | -$6.44K | 0.47% | 41 |
|
|
2019
Q3 | $633K | Buy |
10,494
+54
| +0.5% | +$3.26K | 0.5% | 41 |
|
|
2019
Q2 | $599K | Buy |
10,440
+305
| +3% | +$17.5K | 0.5% | 45 |
|
|
2019
Q1 | $599K | Buy |
10,135
+94
| +0.9% | +$5.56K | 0.53% | 44 |
|
|
2018
Q4 | $565K | Buy |
+10,041
| New | +$565K | 0.55% | 45 |
|