SMA
Sage Mountain Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
26,018
+7,691
| +42% | +$333K | 0.07% | 122 |
|
|
2025
Q1 | $831K | Buy |
18,327
+3,426
| +23% | +$155K | 0.06% | 149 |
|
|
2024
Q4 | $596K | Buy |
14,901
+1,255
| +9% | +$50.2K | 0.04% | 180 |
|
|
2024
Q3 | $613K | Buy |
13,646
+3,143
| +30% | +$141K | 0.05% | 165 |
|
|
2024
Q2 | $433K | Sell |
10,503
-2,044
| -16% | -$84.3K | 0.04% | 196 |
|
|
2024
Q1 | $526K | Buy |
12,547
+6,540
| +109% | +$274K | 0.05% | 152 |
|
|
2023
Q4 | $226K | Buy |
+6,007
| New | +$226K | 0.03% | 244 |
|
|
2023
Q3 | – | Sell |
-7,567
| Closed | -$281K | – | 385 |
|
|
2023
Q2 | $281K | Buy |
7,567
+1,332
| +21% | +$49.5K | 0.04% | 190 |
|
|
2023
Q1 | $242K | Buy |
6,235
+697
| +13% | +$27.1K | 0.04% | 202 |
|
|
2022
Q4 | $218K | Buy |
+5,538
| New | +$218K | 0.05% | 145 |
|
|
2022
Q3 | – | Sell |
-5,730
| Closed | -$291K | – | 407 |
|
|
2022
Q2 | $291K | Sell |
5,730
-267
| -4% | -$13.6K | 0.05% | 345 |
|
|
2022
Q1 | $305K | Sell |
5,997
-1,915
| -24% | -$97.4K | 0.05% | 381 |
|
|
2021
Q4 | $411K | Buy |
7,912
+850
| +12% | +$44.2K | 0.05% | 355 |
|
|
2021
Q3 | $381K | Buy |
7,062
+884
| +14% | +$47.7K | 0.05% | 307 |
|
|
2021
Q2 | $346K | Buy |
6,178
+476
| +8% | +$26.7K | 0.06% | 292 |
|
|
2021
Q1 | $332K | Buy |
+5,702
| New | +$332K | 0.07% | 215 |
|