MWPCG
Measured Wealth Private Client Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
+17,827
| New | +$771K | 0.23% | 63 |
|
|
2022
Q3 | – | Sell |
-8,434
| Closed | -$428K | – | 185 |
|
|
2022
Q2 | $428K | Buy |
8,434
+818
| +11% | +$41.5K | 0.19% | 78 |
|
|
2022
Q1 | $388K | Sell |
7,616
-654
| -8% | -$33.3K | 0.14% | 84 |
|
|
2021
Q4 | $430K | Buy |
8,270
+3
| +0% | +$156 | 0.15% | 88 |
|
|
2021
Q3 | $446K | Sell |
8,267
-61
| -0.7% | -$3.29K | 0.17% | 78 |
|
|
2021
Q2 | $467K | Sell |
8,328
-202
| -2% | -$11.3K | 0.15% | 87 |
|
|
2021
Q1 | $496K | Sell |
8,530
-1,312
| -13% | -$76.3K | 0.18% | 71 |
|
|
2020
Q4 | $578K | Sell |
9,842
-6,436
| -40% | -$378K | 0.24% | 52 |
|
|
2020
Q3 | $968K | Buy |
16,278
+1
| +0% | +$59 | 0.47% | 36 |
|
|
2020
Q2 | $897K | Buy |
16,277
+3,471
| +27% | +$191K | 0.52% | 31 |
|
|
2020
Q1 | $688K | Buy |
12,806
+3,686
| +40% | +$198K | 0.54% | 29 |
|
|
2019
Q4 | $560K | Sell |
9,120
-1,798
| -16% | -$110K | 0.37% | 34 |
|
|
2019
Q3 | $659K | Sell |
10,918
-7,850
| -42% | -$474K | 0.43% | 38 |
|
|
2019
Q2 | $1.07M | Sell |
18,768
-7,038
| -27% | -$402K | 0.62% | 31 |
|
|
2019
Q1 | $1.53M | Buy |
25,806
+3,239
| +14% | +$192K | 0.94% | 19 |
|
|
2018
Q4 | $1.27M | Sell |
22,567
-4,878
| -18% | -$274K | 1.15% | 20 |
|
|
2018
Q3 | $1.46M | Sell |
27,445
-696
| -2% | -$37.1K | 0.88% | 17 |
|
|
2018
Q2 | $1.42M | Buy |
+28,141
| New | +$1.42M | 1.15% | 14 |
|
|
2017
Q3 | $1.26M | Buy |
+25,377
| New | +$1.26M | 1.72% | 13 |
|