RSWM
Robertson Stephens Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
12,316
+1,288
| +12% | +$55.7K | 0.02% | 352 |
|
|
2025
Q1 | $500K | Sell |
11,028
-23
| -0.2% | -$1.04K | 0.02% | 357 |
|
|
2024
Q4 | $442K | Sell |
11,051
-1,428
| -11% | -$57.1K | 0.02% | 379 |
|
|
2024
Q3 | $560K | Sell |
12,479
-2,647
| -17% | -$119K | 0.02% | 386 |
|
|
2024
Q2 | $624K | Buy |
15,126
+1,017
| +7% | +$41.9K | 0.03% | 292 |
|
|
2024
Q1 | $592K | Buy |
14,109
+2,496
| +21% | +$105K | 0.03% | 313 |
|
|
2023
Q4 | $438K | Buy |
11,613
+952
| +9% | +$35.9K | 0.03% | 329 |
|
|
2023
Q3 | $346K | Sell |
10,661
-2,250
| -17% | -$72.9K | 0.02% | 361 |
|
|
2023
Q2 | $480K | Sell |
12,911
-5,894
| -31% | -$219K | 0.03% | 282 |
|
|
2023
Q1 | $731K | Buy |
18,805
+3,438
| +22% | +$134K | 0.06% | 240 |
|
|
2022
Q4 | $605K | Buy |
15,367
+1,603
| +12% | +$63.2K | 0.06% | 232 |
|
|
2022
Q3 | $522K | Sell |
13,764
-998
| -7% | -$37.8K | 0.05% | 214 |
|
|
2022
Q2 | $749K | Sell |
14,762
-1,245
| -8% | -$63.2K | 0.07% | 189 |
|
|
2022
Q1 | $815K | Buy |
16,007
+3,139
| +24% | +$160K | 0.07% | 202 |
|
|
2021
Q4 | $668K | Buy |
12,868
+901
| +8% | +$46.8K | 0.06% | 229 |
|
|
2021
Q3 | $646K | Sell |
11,967
-612
| -5% | -$33K | 0.07% | 173 |
|
|
2021
Q2 | $704K | Buy |
12,579
+138
| +1% | +$7.72K | 0.08% | 169 |
|
|
2021
Q1 | $723K | Buy |
12,441
+3,332
| +37% | +$194K | 0.12% | 139 |
|
|
2020
Q4 | $535K | Sell |
9,109
-68
| -0.7% | -$3.99K | 0.11% | 134 |
|
|
2020
Q3 | $545K | Buy |
9,177
+2,836
| +45% | +$168K | 0.13% | 125 |
|
|
2020
Q2 | $349K | Sell |
6,341
-4,581
| -42% | -$252K | 0.1% | 133 |
|
|
2020
Q1 | $587K | Buy |
10,922
+2,737
| +33% | +$147K | 0.2% | 93 |
|
|
2019
Q4 | $502K | Sell |
8,185
-7,480
| -48% | -$459K | 0.25% | 63 |
|
|
2019
Q3 | $946K | Buy |
+15,665
| New | +$946K | 0.48% | 48 |
|