Monterey Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $228K | Sell |
5,029
-477
| -9% | -$21.6K | 0.07% | 115 |
|
|
2024
Q4 | $220K | Buy |
+5,506
| New | +$220K | 0.07% | 119 |
|
|
2024
Q2 | – | Sell |
-5,198
| Closed | -$218K | – | 124 |
|
|
2024
Q1 | $218K | Sell |
5,198
-261
| -5% | -$11K | 0.09% | 105 |
|
|
2023
Q4 | $206K | Buy |
+5,459
| New | +$206K | 0.09% | 99 |
|
|
2023
Q2 | – | Sell |
-8,611
| Closed | -$335K | – | 111 |
|
|
2023
Q1 | $335K | Buy |
8,611
+801
| +10% | +$31.2K | 0.17% | 68 |
|
|
2022
Q4 | $308K | Sell |
7,810
-3,494
| -31% | -$138K | 0.17% | 73 |
|
|
2022
Q3 | $437K | Sell |
11,304
-594
| -5% | -$23K | 0.26% | 50 |
|
|
2022
Q2 | $604K | Sell |
11,898
-492
| -4% | -$25K | 0.35% | 45 |
|
|
2022
Q1 | $639K | Buy |
12,390
+1,507
| +14% | +$77.7K | 0.31% | 49 |
|
|
2021
Q4 | $565K | Sell |
10,883
-662
| -6% | -$34.4K | 0.28% | 55 |
|
|
2021
Q3 | $629K | Sell |
11,545
-356
| -3% | -$19.4K | 0.35% | 46 |
|
|
2021
Q2 | $667K | Buy |
11,901
+5,933
| +99% | +$333K | 0.38% | 40 |
|
|
2021
Q1 | $340K | Sell |
5,968
-2
| -0% | -$114 | 0.19% | 61 |
|
|
2020
Q4 | $351K | Sell |
5,970
-42
| -0.7% | -$2.47K | 0.2% | 56 |
|
|
2020
Q3 | $358K | Buy |
6,012
+289
| +5% | +$17.2K | 0.23% | 55 |
|
|
2020
Q2 | $316K | Sell |
5,723
-140
| -2% | -$7.73K | 0.23% | 54 |
|
|
2020
Q1 | $315K | Sell |
5,863
-410
| -7% | -$22K | 0.27% | 46 |
|
|
2019
Q4 | $385K | Buy |
+6,273
| New | +$385K | 0.31% | 44 |
|