MWM
MinichMacGregor Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+5,501
| New | +$238K | 0.05% | 111 |
|
|
2023
Q1 | – | Sell |
-4,283
| Closed | -$169K | – | 648 |
|
|
2022
Q4 | $169K | Buy |
+4,283
| New | +$169K | 0.06% | 89 |
|
|
2021
Q2 | – | Sell |
-3,472
| Closed | -$201K | – | 91 |
|
|
2021
Q1 | $201K | Sell |
3,472
-710
| -17% | -$41.1K | 0.08% | 77 |
|
|
2020
Q4 | $245K | Buy |
4,182
+484
| +13% | +$28.4K | 0.1% | 71 |
|
|
2020
Q3 | $220K | Buy |
+3,698
| New | +$220K | 0.1% | 56 |
|
|
2020
Q2 | – | Sell |
-8,834
| Closed | -$503K | – | 118 |
|
|
2020
Q1 | $503K | Buy |
8,834
+3,014
| +52% | +$172K | 0.45% | 59 |
|
|
2019
Q4 | $357K | Sell |
5,820
-2,261
| -28% | -$139K | 0.2% | 41 |
|
|
2019
Q3 | $487K | Buy |
8,081
+153
| +2% | +$9.22K | 0.33% | 37 |
|
|
2019
Q2 | $449K | Buy |
7,928
+438
| +6% | +$24.8K | 0.31% | 34 |
|
|
2019
Q1 | $442K | Sell |
7,490
-18,072
| -71% | -$1.07M | 0.33% | 34 |
|
|
2018
Q4 | $1.27M | Buy |
25,562
+19,242
| +304% | +$952K | 0.87% | 46 |
|
|
2018
Q3 | $340K | Sell |
6,320
-1,339
| -17% | -$72K | 0.22% | 32 |
|
|
2018
Q2 | $386K | Sell |
7,659
-1,574
| -17% | -$79.3K | 0.27% | 30 |
|
|
2018
Q1 | $441K | Buy |
9,233
+519
| +6% | +$24.8K | 0.34% | 26 |
|
|
2017
Q4 | $461K | Buy |
8,714
+709
| +9% | +$37.5K | 0.36% | 25 |
|
|
2017
Q3 | $396K | Sell |
8,005
-230
| -3% | -$11.4K | 0.33% | 25 |
|
|
2017
Q2 | $367K | Sell |
8,235
-533
| -6% | -$23.8K | 0.32% | 26 |
|
|
2017
Q1 | $427K | Buy |
8,768
+606
| +7% | +$29.5K | 0.38% | 26 |
|
|
2016
Q4 | $435K | Buy |
8,162
+509
| +7% | +$27.1K | 0.41% | 26 |
|
|
2016
Q3 | $397K | Sell |
7,653
-190
| -2% | -$9.86K | 0.37% | 27 |
|
|
2016
Q2 | $437K | Buy |
7,843
+389
| +5% | +$21.7K | 0.41% | 25 |
|
|
2016
Q1 | $403K | Sell |
7,454
-1,307
| -15% | -$70.7K | 0.39% | 26 |
|
|
2015
Q4 | $433K | Buy |
+8,761
| New | +$433K | 0.4% | 28 |
|