Monterey Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $629K | Sell |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $358K | Buy |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $385K | Buy |
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