PWMAG
Pinnacle Wealth Management Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
53,594
+878
| +2% | +$38K | 0.19% | 96 |
|
|
2025
Q1 | $2.39M | Sell |
52,716
-965
| -2% | -$43.8K | 0.22% | 90 |
|
|
2024
Q4 | $2.15M | Sell |
53,681
-1,345
| -2% | -$53.8K | 0.2% | 87 |
|
|
2024
Q3 | $2.47M | Sell |
55,026
-3,051
| -5% | -$137K | 0.24% | 85 |
|
|
2024
Q2 | $2.4M | Sell |
58,077
-807
| -1% | -$33.3K | 0.25% | 84 |
|
|
2024
Q1 | $2.47M | Buy |
58,884
+17
| +0% | +$713 | 0.27% | 80 |
|
|
2023
Q4 | $2.22M | Sell |
58,867
-10,083
| -15% | -$380K | 0.26% | 82 |
|
|
2023
Q3 | $2.23M | Sell |
68,950
-2,902
| -4% | -$94.1K | 0.29% | 78 |
|
|
2023
Q2 | $2.67M | Sell |
71,852
-3,298
| -4% | -$123K | 0.33% | 70 |
|
|
2023
Q1 | $2.92M | Sell |
75,150
-842
| -1% | -$32.7K | 0.39% | 63 |
|
|
2022
Q4 | $2.99M | Sell |
75,992
-10,738
| -12% | -$423K | 0.45% | 56 |
|
|
2022
Q3 | $3.29M | Buy |
86,730
+4,878
| +6% | +$185K | 0.55% | 49 |
|
|
2022
Q2 | $4.15M | Buy |
81,852
+6,120
| +8% | +$311K | 0.67% | 38 |
|
|
2022
Q1 | $3.86M | Buy |
75,732
+4,943
| +7% | +$252K | 0.56% | 50 |
|
|
2021
Q4 | $3.68M | Buy |
70,789
+26,392
| +59% | +$1.37M | 0.6% | 47 |
|
|
2021
Q3 | $2.4M | Sell |
44,397
-1,602
| -3% | -$86.5K | 0.56% | 47 |
|
|
2021
Q2 | $2.58M | Buy |
45,999
+1,799
| +4% | +$101K | 0.6% | 41 |
|
|
2021
Q1 | $2.57M | Buy |
44,200
+4,820
| +12% | +$280K | 0.72% | 32 |
|
|
2020
Q4 | $2.31M | Buy |
39,380
+7,282
| +23% | +$428K | 0.71% | 35 |
|
|
2020
Q3 | $1.91M | Buy |
32,098
+7,542
| +31% | +$449K | 0.66% | 38 |
|
|
2020
Q2 | $1.35M | Buy |
24,556
+4,105
| +20% | +$226K | 0.5% | 56 |
|
|
2020
Q1 | $1.1M | Buy |
20,451
+1,643
| +9% | +$88.3K | 0.53% | 51 |
|
|
2019
Q4 | $1.16M | Buy |
18,808
+756
| +4% | +$46.4K | 0.43% | 70 |
|
|
2019
Q3 | $1.09M | Sell |
18,052
-115
| -0.6% | -$6.94K | 0.46% | 67 |
|
|
2019
Q2 | $1.04M | Sell |
18,167
-1,552
| -8% | -$88.7K | 0.44% | 68 |
|
|
2019
Q1 | $1.17M | Buy |
19,719
+42
| +0.2% | +$2.48K | 0.53% | 63 |
|
|
2018
Q4 | $1.11M | Buy |
19,677
+837
| +4% | +$47K | 0.6% | 51 |
|
|
2018
Q3 | $1.01M | Buy |
18,840
+2,229
| +13% | +$119K | 0.5% | 59 |
|
|
2018
Q2 | $836K | Buy |
16,611
+1,716
| +12% | +$86.4K | 0.45% | 66 |
|
|
2018
Q1 | $712K | Buy |
14,895
+227
| +2% | +$10.9K | 0.4% | 69 |
|
|
2017
Q4 | $776K | Sell |
14,668
-83
| -0.6% | -$4.39K | 0.43% | 68 |
|
|
2017
Q3 | $730K | Sell |
14,751
-265
| -2% | -$13.1K | 0.42% | 70 |
|
|
2017
Q2 | $671K | Sell |
15,016
-1,630
| -10% | -$72.8K | 0.42% | 72 |
|
|
2017
Q1 | $811K | Sell |
16,646
-958
| -5% | -$46.7K | 0.56% | 60 |
|
|
2016
Q4 | $940K | Buy |
17,604
+400
| +2% | +$21.4K | 0.67% | 53 |
|
|
2016
Q3 | $894K | Sell |
17,204
-702
| -4% | -$36.5K | 0.68% | 50 |
|
|
2016
Q2 | $1M | Buy |
17,906
+39
| +0.2% | +$2.18K | 0.79% | 44 |
|
|
2016
Q1 | $966K | Sell |
17,867
-253
| -1% | -$13.7K | 0.86% | 41 |
|
|
2015
Q4 | $837K | Buy |
18,120
+987
| +6% | +$45.6K | 0.76% | 45 |
|
|
2015
Q3 | $745K | Buy |
17,133
+750
| +5% | +$32.6K | 0.72% | 45 |
|
|
2015
Q2 | $764K | Sell |
16,383
-560
| -3% | -$26.1K | 0.71% | 49 |
|
|
2015
Q1 | $824K | Buy |
16,943
+907
| +6% | +$44.1K | 0.74% | 45 |
|
|
2014
Q4 | $750K | Buy |
+16,036
| New | +$750K | 0.7% | 51 |
|