PWMG
Prestige Wealth Management Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Sell |
20,396
-2,213
| -10% | -$95.8K | 0.18% | 64 |
|
|
2025
Q1 | $1.03M | Buy |
22,609
+2,061
| +10% | +$93.5K | 0.22% | 59 |
|
|
2024
Q4 | $822K | Sell |
20,548
-1,795
| -8% | -$71.8K | 0.17% | 67 |
|
|
2024
Q3 | $1M | Buy |
22,343
+164
| +0.7% | +$7.37K | 0.21% | 60 |
|
|
2024
Q2 | $915K | Buy |
22,179
+4
| +0% | +$165 | 0.2% | 56 |
|
|
2024
Q1 | $930K | Sell |
22,175
-535
| -2% | -$22.4K | 0.2% | 62 |
|
|
2023
Q4 | $856K | Buy |
22,710
+2,366
| +12% | +$89.2K | 0.19% | 61 |
|
|
2023
Q3 | $659K | Buy |
20,344
+246
| +1% | +$7.97K | 0.16% | 66 |
|
|
2023
Q2 | $747K | Buy |
20,098
+9,898
| +97% | +$368K | 0.18% | 62 |
|
|
2023
Q1 | $397K | Buy |
10,200
+1,280
| +14% | +$49.8K | 0.1% | 96 |
|
|
2022
Q4 | $351K | Buy |
8,920
+67
| +0.8% | +$2.64K | 0.09% | 100 |
|
|
2022
Q3 | $336K | Sell |
8,853
-1,017
| -10% | -$38.6K | 0.09% | 102 |
|
|
2022
Q2 | $501K | Buy |
9,870
+27
| +0.3% | +$1.37K | 0.14% | 73 |
|
|
2022
Q1 | $501K | Sell |
9,843
-6,800
| -41% | -$346K | 0.12% | 82 |
|
|
2021
Q4 | $864K | Sell |
16,643
-2,102
| -11% | -$109K | 0.21% | 55 |
|
|
2021
Q3 | $1.01M | Buy |
18,745
+1,705
| +10% | +$92K | 0.26% | 45 |
|
|
2021
Q2 | $955K | Buy |
17,040
+23
| +0.1% | +$1.29K | 0.25% | 45 |
|
|
2021
Q1 | $990K | Sell |
17,017
-281
| -2% | -$16.3K | 0.27% | 45 |
|
|
2020
Q4 | $1.02M | Sell |
17,298
-382
| -2% | -$22.4K | 0.28% | 42 |
|
|
2020
Q3 | $1.05M | Buy |
17,680
+1,932
| +12% | +$115K | 0.32% | 40 |
|
|
2020
Q2 | $868K | Buy |
15,748
+2,736
| +21% | +$151K | 0.31% | 37 |
|
|
2020
Q1 | $698K | Buy |
13,012
+4,424
| +52% | +$237K | 0.29% | 37 |
|
|
2019
Q4 | $527K | Buy |
8,588
+1
| +0% | +$61 | 0.29% | 59 |
|
|
2019
Q3 | $519K | Sell |
8,587
-188
| -2% | -$11.4K | 0.3% | 54 |
|
|
2019
Q2 | $502K | Buy |
8,775
+810
| +10% | +$46.3K | 0.3% | 53 |
|
|
2019
Q1 | $471K | Buy |
7,965
+661
| +9% | +$39.1K | 0.29% | 70 |
|
|
2018
Q4 | $411K | Buy |
+7,304
| New | +$411K | 0.3% | 63 |
|