MSWM
McGlone Suttner Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
17,782
+1,020
| +6% | +$44.1K | 0.12% | 89 |
|
|
2025
Q1 | $760K | Buy |
16,762
+4,039
| +32% | +$183K | 0.12% | 85 |
|
|
2024
Q4 | $509K | Sell |
12,723
-1,964
| -13% | -$78.5K | 0.08% | 101 |
|
|
2024
Q3 | $660K | Buy |
14,687
+1,562
| +12% | +$70.1K | 0.14% | 81 |
|
|
2024
Q2 | $495K | Sell |
13,125
-1,414
| -10% | -$53.3K | 0.1% | 84 |
|
|
2024
Q1 | $610K | Buy |
14,539
+1,414
| +11% | +$59.3K | 0.11% | 81 |
|
|
2023
Q4 | $495K | Buy |
13,125
+584
| +5% | +$22K | 0.1% | 84 |
|
|
2023
Q3 | $406K | Sell |
12,541
-722
| -5% | -$23.4K | 0.09% | 84 |
|
|
2023
Q2 | $493K | Buy |
13,263
+574
| +5% | +$21.3K | 0.11% | 76 |
|
|
2023
Q1 | $493K | Buy |
12,689
+689
| +6% | +$26.8K | 0.13% | 74 |
|
|
2022
Q4 | $473K | Buy |
+12,000
| New | +$473K | 0.15% | 70 |
|