PWM
PBMares Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
13,304
+558
| +4% | +$24.1K | 0.11% | 98 |
|
|
2025
Q1 | $578K | Sell |
12,746
-790
| -6% | -$35.8K | 0.12% | 97 |
|
|
2024
Q4 | $541K | Buy |
13,536
+7
| +0.1% | +$280 | 0.11% | 106 |
|
|
2024
Q3 | $608K | Sell |
13,529
-1,158
| -8% | -$52K | 0.13% | 92 |
|
|
2024
Q2 | $606K | Buy |
14,687
+2,502
| +21% | +$103K | 0.15% | 90 |
|
|
2024
Q1 | $511K | Sell |
12,185
-411
| -3% | -$17.2K | 0.13% | 105 |
|
|
2023
Q4 | $475K | Buy |
12,596
+2,013
| +19% | +$75.9K | 0.14% | 107 |
|
|
2023
Q3 | $343K | Sell |
10,583
-1,846
| -15% | -$59.8K | 0.12% | 123 |
|
|
2023
Q2 | $462K | Buy |
12,429
+86
| +0.7% | +$3.2K | 0.17% | 106 |
|
|
2023
Q1 | $480K | Sell |
12,343
-600
| -5% | -$23.3K | 0.18% | 103 |
|
|
2022
Q4 | $510K | Sell |
12,943
-1,540
| -11% | -$60.7K | 0.21% | 85 |
|
|
2022
Q3 | $550K | Sell |
14,483
-846
| -6% | -$32.1K | 0.24% | 80 |
|
|
2022
Q2 | $778K | Buy |
15,329
+963
| +7% | +$48.9K | 0.33% | 57 |
|
|
2022
Q1 | $732K | Sell |
14,366
-1,726
| -11% | -$87.9K | 0.45% | 57 |
|
|
2021
Q4 | $836K | Buy |
16,092
+595
| +4% | +$30.9K | 0.35% | 57 |
|
|
2021
Q3 | $837K | Sell |
15,497
-311
| -2% | -$16.8K | 0.4% | 57 |
|
|
2021
Q2 | $886K | Buy |
15,808
+600
| +4% | +$33.6K | 0.48% | 53 |
|
|
2021
Q1 | $884K | Sell |
15,208
-2,034
| -12% | -$118K | 0.72% | 45 |
|
|
2020
Q4 | $1.01M | Buy |
17,242
+2,452
| +17% | +$144K | 1.16% | 25 |
|
|
2020
Q3 | $880K | Buy |
14,790
+564
| +4% | +$33.6K | 1.29% | 23 |
|
|
2020
Q2 | $784K | Buy |
14,226
+106
| +0.8% | +$5.84K | 1.18% | 25 |
|
|
2020
Q1 | $759K | Buy |
14,120
+406
| +3% | +$21.8K | 1.19% | 25 |
|
|
2019
Q4 | $842K | Buy |
+13,714
| New | +$842K | 1% | 30 |
|