MWM
Modera Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
23,912
+4,221
| +21% | +$183K | 0.01% | 324 |
|
|
2025
Q1 | $893K | Sell |
19,691
-2,664
| -12% | -$121K | 0.01% | 336 |
|
|
2024
Q4 | $894K | Buy |
22,355
+1,636
| +8% | +$65.4K | 0.01% | 346 |
|
|
2024
Q3 | $931K | Buy |
20,719
+127
| +0.6% | +$5.7K | 0.01% | 319 |
|
|
2024
Q2 | $849K | Buy |
20,592
+478
| +2% | +$19.7K | 0.01% | 316 |
|
|
2024
Q1 | $844K | Sell |
20,114
-676
| -3% | -$28.4K | 0.01% | 317 |
|
|
2023
Q4 | $784K | Sell |
20,790
-1,340
| -6% | -$50.5K | 0.01% | 318 |
|
|
2023
Q3 | $717K | Sell |
22,130
-2,833
| -11% | -$91.8K | 0.01% | 315 |
|
|
2023
Q2 | $928K | Buy |
24,963
+7,352
| +42% | +$273K | 0.02% | 304 |
|
|
2023
Q1 | $685K | Sell |
17,611
-1,675
| -9% | -$65.1K | 0.03% | 184 |
|
|
2022
Q4 | $760K | Sell |
19,286
-670
| -3% | -$26.4K | 0.03% | 167 |
|
|
2022
Q3 | $758K | Sell |
19,956
-3,336
| -14% | -$127K | 0.04% | 155 |
|
|
2022
Q2 | $1.18M | Sell |
23,292
-1,933
| -8% | -$98.1K | 0.06% | 132 |
|
|
2022
Q1 | $1.29M | Sell |
25,225
-39,278
| -61% | -$2M | 0.06% | 138 |
|
|
2021
Q4 | $3.35M | Buy |
64,503
+42,689
| +196% | +$2.22M | 0.13% | 82 |
|
|
2021
Q3 | $1.18M | Buy |
21,814
+937
| +4% | +$50.6K | 0.06% | 94 |
|
|
2021
Q2 | $1.17M | Sell |
20,877
-1,060
| -5% | -$59.4K | 0.06% | 97 |
|
|
2021
Q1 | $1.28M | Sell |
21,937
-3,797
| -15% | -$221K | 0.08% | 81 |
|
|
2020
Q4 | $1.51M | Sell |
25,734
-874
| -3% | -$51.4K | 0.12% | 70 |
|
|
2020
Q3 | $1.58M | Buy |
26,608
+3,801
| +17% | +$226K | 0.23% | 38 |
|
|
2020
Q2 | $1.26M | Buy |
22,807
+320
| +1% | +$17.6K | 0.2% | 46 |
|
|
2020
Q1 | $1.21M | Buy |
22,487
+88
| +0.4% | +$4.73K | 0.25% | 45 |
|
|
2019
Q4 | $1.38M | Buy |
22,399
+970
| +5% | +$59.5K | 0.21% | 40 |
|
|
2019
Q3 | $1.29M | Sell |
21,429
-107
| -0.5% | -$6.46K | 0.21% | 40 |
|
|
2019
Q2 | $1.23M | Sell |
21,536
-1,904
| -8% | -$109K | 0.22% | 41 |
|
|
2019
Q1 | $1.39M | Buy |
23,440
+2,566
| +12% | +$152K | 0.26% | 36 |
|
|
2018
Q4 | $1.17M | Sell |
20,874
-935
| -4% | -$52.6K | 0.23% | 38 |
|
|
2018
Q3 | $1.16M | Buy |
21,809
+85
| +0.4% | +$4.54K | 0.24% | 41 |
|
|
2018
Q2 | $1.09M | Buy |
21,724
+1,271
| +6% | +$63.9K | 0.23% | 38 |
|
|
2018
Q1 | $978K | Buy |
20,453
+477
| +2% | +$22.8K | 0.2% | 42 |
|
|
2017
Q4 | $1.06M | Buy |
19,976
+734
| +4% | +$38.8K | 0.23% | 37 |
|
|
2017
Q3 | $952K | Sell |
19,242
-1,936
| -9% | -$95.8K | 0.21% | 40 |
|
|
2017
Q2 | $946K | Sell |
21,178
-1,109
| -5% | -$49.5K | 0.23% | 37 |
|
|
2017
Q1 | $1.09M | Sell |
22,287
-291
| -1% | -$14.2K | 0.27% | 36 |
|
|
2016
Q4 | $1.21M | Sell |
22,578
-2,353
| -9% | -$126K | 0.41% | 28 |
|
|
2016
Q3 | $1.39M | Buy |
24,931
+1,587
| +7% | +$88.5K | 0.47% | 25 |
|
|
2016
Q2 | $1.3M | Buy |
23,344
+910
| +4% | +$50.8K | 0.46% | 23 |
|
|
2016
Q1 | $1.21M | Buy |
22,434
+787
| +4% | +$42.6K | 0.42% | 26 |
|
|
2015
Q4 | $1M | Buy |
21,647
+3,853
| +22% | +$178K | 0.4% | 24 |
|
|
2015
Q3 | $774K | Sell |
17,794
-315
| -2% | -$13.7K | 0.32% | 27 |
|
|
2015
Q2 | $844K | Sell |
18,109
-50
| -0.3% | -$2.33K | 0.33% | 30 |
|
|
2015
Q1 | $883K | Sell |
18,159
-417
| -2% | -$20.3K | 0.34% | 31 |
|
|
2014
Q4 | $869K | Buy |
18,576
+2
| +0% | +$94 | 0.34% | 32 |
|
|
2014
Q3 | $928K | Buy |
18,574
+1,072
| +6% | +$53.6K | 0.39% | 28 |
|
|
2014
Q2 | $856K | Buy |
17,502
+128
| +0.7% | +$6.26K | 0.39% | 27 |
|
|
2014
Q1 | $826K | Buy |
17,374
+5,648
| +48% | +$269K | 0.33% | 27 |
|
|
2013
Q4 | $576K | Buy |
11,726
+113
| +1% | +$5.55K | 0.22% | 39 |
|
|
2013
Q3 | $542K | Buy |
11,613
+1,198
| +12% | +$55.9K | 0.26% | 32 |
|
|
2013
Q2 | $524K | Buy |
+10,415
| New | +$524K | 0.27% | 32 |
|