Merriman Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $284K | Buy |
7,111
+262
| +4% | +$10.5K | 0.01% | 173 |
|
|
2024
Q3 | $308K | Sell |
6,849
-842
| -11% | -$37.8K | 0.01% | 172 |
|
|
2024
Q2 | $317K | Sell |
7,691
-111
| -1% | -$4.58K | 0.01% | 167 |
|
|
2024
Q1 | $327K | Buy |
7,802
+49
| +0.6% | +$2.06K | 0.01% | 161 |
|
|
2023
Q4 | $292K | Buy |
7,753
+258
| +3% | +$9.73K | 0.01% | 158 |
|
|
2023
Q3 | $243K | Buy |
7,495
+15
| +0.2% | +$486 | 0.01% | 167 |
|
|
2023
Q2 | $278K | Sell |
7,480
-943
| -11% | -$35.1K | 0.01% | 182 |
|
|
2023
Q1 | $328K | Buy |
8,423
+86
| +1% | +$3.35K | 0.02% | 153 |
|
|
2022
Q4 | $328K | Sell |
8,337
-2,620
| -24% | -$103K | 0.02% | 166 |
|
|
2022
Q3 | $416K | Buy |
10,957
+490
| +5% | +$18.6K | 0.03% | 111 |
|
|
2022
Q2 | $531K | Sell |
10,467
-1,055
| -9% | -$53.5K | 0.04% | 95 |
|
|
2022
Q1 | $587K | Buy |
11,522
+5,423
| +89% | +$276K | 0.05% | 112 |
|
|
2021
Q4 | $317K | Buy |
6,099
+477
| +8% | +$24.8K | 0.02% | 173 |
|
|
2021
Q3 | $304K | Sell |
5,622
-17
| -0.3% | -$919 | 0.03% | 165 |
|
|
2021
Q2 | $316K | Sell |
5,639
-659
| -10% | -$36.9K | 0.03% | 178 |
|
|
2021
Q1 | $366K | Sell |
6,298
-10,155
| -62% | -$590K | 0.04% | 147 |
|
|
2020
Q4 | $967K | Buy |
16,453
+10,074
| +158% | +$592K | 0.1% | 111 |
|
|
2020
Q3 | $379K | Sell |
6,379
-51
| -0.8% | -$3.03K | 0.06% | 122 |
|
|
2020
Q2 | $354K | Sell |
6,430
-10,010
| -61% | -$551K | 0.06% | 127 |
|
|
2020
Q1 | $883K | Sell |
16,440
-321
| -2% | -$17.2K | 0.19% | 67 |
|
|
2019
Q4 | $1.03M | Sell |
16,761
-945
| -5% | -$58K | 0.2% | 96 |
|
|
2019
Q3 | $1.07M | Buy |
17,706
+395
| +2% | +$23.8K | 0.22% | 87 |
|
|
2019
Q2 | $9.81K | Buy |
17,311
+827
| +5% | +$469 | 0.19% | 94 |
|
|
2019
Q1 | $975K | Sell |
16,484
-1,003
| -6% | -$59.3K | 0.18% | 101 |
|
|
2018
Q4 | $986K | Buy |
17,487
+36
| +0.2% | +$2.03K | 0.21% | 59 |
|
|
2018
Q3 | $932K | Sell |
17,451
-2,482
| -12% | -$133K | 0.2% | 83 |
|
|
2018
Q2 | $1M | Sell |
19,933
-1,588
| -7% | -$79.9K | 0.23% | 76 |
|
|
2018
Q1 | $1.03M | Sell |
21,521
-493
| -2% | -$23.6K | 0.27% | 81 |
|
|
2017
Q4 | $1.17M | Sell |
22,014
-3,205
| -13% | -$170K | 0.28% | 73 |
|
|
2017
Q3 | $1.25M | Buy |
25,219
+12,654
| +101% | +$626K | 0.3% | 72 |
|
|
2017
Q2 | $561K | Sell |
12,565
-262
| -2% | -$11.7K | 0.16% | 74 |
|
|
2017
Q1 | $625K | Sell |
12,827
-62
| -0.5% | -$3.02K | 0.15% | 91 |
|
|
2016
Q4 | $675K | Buy |
12,889
+7,902
| +158% | +$414K | 0.18% | 88 |
|
|
2016
Q3 | $259K | Buy |
+4,987
| New | +$259K | 0.05% | 121 |
|