PWM
Perigon Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Buy |
161,517
+659
| +0.4% | +$28.5K | 0.16% | 130 |
|
|
2025
Q1 | $7.3M | Sell |
160,858
-5,502
| -3% | -$250K | 0.19% | 119 |
|
|
2024
Q4 | $6.38M | Buy |
166,360
+6,744
| +4% | +$259K | 0.16% | 128 |
|
|
2024
Q3 | $7.17M | Buy |
+159,616
| New | +$7.17M | 0.19% | 112 |
|
|
2024
Q1 | – | Sell |
-176,684
| Closed | -$6.66M | – | 906 |
|
|
2023
Q4 | $6.66M | Buy |
176,684
+1,357
| +0.8% | +$51.2K | 0.22% | 103 |
|
|
2023
Q3 | $5.68M | Sell |
175,327
-20,990
| -11% | -$680K | 0.23% | 102 |
|
|
2023
Q2 | $7.3M | Buy |
196,317
+107,741
| +122% | +$4.01M | 0.29% | 84 |
|
|
2023
Q1 | $3.44M | Sell |
88,576
-10,719
| -11% | -$417K | 0.2% | 113 |
|
|
2022
Q4 | $3.91M | Buy |
99,295
+22,081
| +29% | +$870K | 0.24% | 96 |
|
|
2022
Q3 | $2.93M | Sell |
77,214
-18,436
| -19% | -$700K | 0.25% | 87 |
|
|
2022
Q2 | $4.85M | Sell |
95,650
-438
| -0.5% | -$22.2K | 0.41% | 55 |
|
|
2022
Q1 | $4.9M | Buy |
96,088
+6,317
| +7% | +$322K | 0.35% | 60 |
|
|
2021
Q4 | $4.66M | Sell |
89,771
-4,486
| -5% | -$233K | 0.33% | 62 |
|
|
2021
Q3 | $5.09M | Sell |
94,257
-6,299
| -6% | -$340K | 0.44% | 45 |
|
|
2021
Q2 | $5.63M | Buy |
100,556
+1,562
| +2% | +$87.5K | 0.5% | 39 |
|
|
2021
Q1 | $5.76M | Buy |
98,994
+4,144
| +4% | +$241K | 0.59% | 34 |
|
|
2020
Q4 | $5.57M | Buy |
94,850
+9,216
| +11% | +$541K | 0.65% | 31 |
|
|
2020
Q3 | $5.09M | Sell |
85,634
-4,710
| -5% | -$280K | 0.71% | 27 |
|
|
2020
Q2 | $4.98M | Buy |
90,344
+1,646
| +2% | +$90.8K | 0.79% | 26 |
|
|
2020
Q1 | $5.1M | Buy |
88,698
+8,525
| +11% | +$490K | 0.95% | 24 |
|
|
2019
Q4 | $4.83M | Buy |
80,173
+5,794
| +8% | +$349K | 0.99% | 24 |
|
|
2019
Q3 | $4.5M | Buy |
74,379
+6,258
| +9% | +$379K | 1.06% | 23 |
|
|
2019
Q2 | $3.89M | Buy |
68,121
+715
| +1% | +$40.9K | 0.91% | 30 |
|
|
2019
Q1 | $3.88M | Buy |
67,406
+38,157
| +130% | +$2.2M | 0.9% | 31 |
|
|
2018
Q4 | $1.64M | Buy |
29,249
+224
| +0.8% | +$12.6K | 0.42% | 49 |
|
|
2018
Q3 | $1.55M | Buy |
29,025
+19,139
| +194% | +$1.02M | 0.38% | 52 |
|
|
2018
Q2 | $497K | Buy |
9,886
+9,073
| +1,116% | +$456K | 0.15% | 124 |
|
|
2018
Q1 | $39K | Buy |
813
+56
| +7% | +$2.69K | 0.01% | 342 |
|
|
2017
Q4 | $40K | Sell |
757
-7,776
| -91% | -$411K | 0.01% | 317 |
|
|
2017
Q3 | $422K | Sell |
8,533
-34,784
| -80% | -$1.72M | 0.14% | 123 |
|
|
2017
Q2 | $1.94M | Sell |
43,317
-14,541
| -25% | -$650K | 0.42% | 69 |
|
|
2017
Q1 | $2.82M | Buy |
57,858
+1,980
| +4% | +$96.5K | 0.6% | 46 |
|
|
2016
Q4 | $2.8M | Buy |
55,878
+5,209
| +10% | +$261K | 0.61% | 48 |
|
|
2016
Q3 | $2.63M | Buy |
50,669
+4,146
| +9% | +$216K | 0.68% | 44 |
|
|
2016
Q2 | $2.6M | Buy |
46,523
+8,842
| +23% | +$494K | 0.69% | 40 |
|
|
2016
Q1 | $2.19M | Hold |
37,681
| – | – | 0.68% | 44 |
|
|
2015
Q4 | $1.74M | Buy |
37,681
+18,000
| +91% | +$832K | 0.48% | 58 |
|
|
2015
Q3 | $856K | Sell |
19,681
-9,936
| -34% | -$432K | 0.25% | 102 |
|
|
2015
Q2 | $1.38M | Sell |
29,617
-648
| -2% | -$30.2K | 0.36% | 73 |
|
|
2015
Q1 | $1.47M | Sell |
30,265
-15,666
| -34% | -$762K | 0.4% | 65 |
|
|
2014
Q4 | $2.15M | Buy |
45,931
+7,010
| +18% | +$328K | 0.65% | 43 |
|
|
2014
Q3 | $1.95M | Sell |
38,921
-465
| -1% | -$23.2K | 0.58% | 50 |
|
|
2014
Q2 | $1.93M | Buy |
39,386
+18,742
| +91% | +$917K | 0.55% | 54 |
|
|
2014
Q1 | $982K | Buy |
20,644
+13,756
| +200% | +$654K | 0.54% | 46 |
|
|
2013
Q4 | $338K | Buy |
+6,888
| New | +$338K | 0.19% | 95 |
|