PPWM
PFG Private Wealth Management’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-93
| Closed | -$4.22K | – | 251 |
|
2025
Q1 | $4.22K | Hold |
93
| – | – | ﹤0.01% | 183 |
|
2024
Q4 | $3.72K | Hold |
93
| – | – | ﹤0.01% | 168 |
|
2024
Q3 | $4.18K | Hold |
93
| – | – | ﹤0.01% | 170 |
|
2024
Q2 | $3.84K | Hold |
93
| – | – | ﹤0.01% | 169 |
|
2024
Q1 | $3.9K | Sell |
93
-275
| -75% | -$11.5K | ﹤0.01% | 162 |
|
2023
Q4 | $13.9K | Sell |
368
-736
| -67% | -$27.7K | 0.01% | 108 |
|
2023
Q3 | $35.8K | Sell |
1,104
-2,161
| -66% | -$70K | 0.03% | 112 |
|
2023
Q2 | $121K | Buy |
3,265
+269
| +9% | +$10K | 0.07% | 83 |
|
2023
Q1 | $117K | Buy |
2,996
+879
| +42% | +$34.2K | 0.07% | 84 |
|
2022
Q4 | $83K | Buy |
2,117
+127
| +6% | +$4.98K | 0.05% | 104 |
|
2022
Q3 | $76K | Buy |
1,990
+1,911
| +2,419% | +$73K | 0.05% | 113 |
|
2022
Q2 | $4K | Buy |
79
+37
| +88% | +$1.87K | ﹤0.01% | 246 |
|
2022
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 282 |
|
2021
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 292 |
|
2021
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 283 |
|