Northwest Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
7,396
+872
| +13% | +$37.7K | 0.06% | 144 |
|
|
2025
Q1 | $296K | Buy |
6,524
+20
| +0.3% | +$907 | 0.06% | 136 |
|
|
2024
Q4 | $260K | Sell |
6,504
-162
| -2% | -$6.48K | 0.06% | 134 |
|
|
2024
Q3 | $299K | Sell |
6,666
-12
| -0.2% | -$539 | 0.07% | 123 |
|
|
2024
Q2 | $275K | Buy |
6,678
+105
| +2% | +$4.33K | 0.07% | 131 |
|
|
2024
Q1 | $276K | Buy |
6,573
+1,059
| +19% | +$44.4K | 0.08% | 135 |
|
|
2023
Q4 | $208K | Buy |
+5,514
| New | +$208K | 0.06% | 150 |
|
|
2022
Q3 | – | Sell |
-4,741
| Closed | -$241K | – | 149 |
|
|
2022
Q2 | $241K | Buy |
+4,741
| New | +$241K | 0.1% | 123 |
|
|
2019
Q4 | – | Sell |
-3,834
| Closed | -$231K | – | 115 |
|
|
2019
Q3 | $231K | Sell |
3,834
-281
| -7% | -$16.9K | 0.19% | 108 |
|
|
2019
Q2 | $235K | Hold |
4,115
| – | – | 0.19% | 101 |
|
|
2019
Q1 | $243K | Sell |
4,115
-268
| -6% | -$15.8K | 0.18% | 98 |
|
|
2018
Q4 | $246K | Buy |
4,383
+1
| +0% | +$56 | 0.21% | 90 |
|
|
2018
Q3 | $234K | Sell |
4,382
-1,506
| -26% | -$80.4K | 0.18% | 102 |
|
|
2018
Q2 | $296K | Buy |
5,888
+460
| +8% | +$23.1K | 0.22% | 84 |
|
|
2018
Q1 | $259K | Buy |
5,428
+797
| +17% | +$38K | 0.19% | 90 |
|
|
2017
Q4 | $245K | Buy |
4,631
+402
| +10% | +$21.3K | 0.2% | 84 |
|
|
2017
Q3 | $209K | Sell |
4,229
-1,171
| -22% | -$57.9K | 0.29% | 63 |
|
|
2017
Q2 | $241K | Buy |
5,400
+1,202
| +29% | +$53.6K | 0.22% | 88 |
|
|
2017
Q1 | $205K | Buy |
4,198
+444
| +12% | +$21.7K | 0.19% | 90 |
|
|
2016
Q4 | $200K | Buy |
+3,754
| New | +$200K | 0.2% | 85 |
|