Schrum Private Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
7,178
-559
| -7% | -$24.2K | 0.25% | 96 |
|
|
2025
Q1 | $351K | Buy |
7,737
+730
| +10% | +$33.1K | 0.31% | 84 |
|
|
2024
Q4 | $280K | Sell |
7,007
-6,843
| -49% | -$274K | 0.24% | 100 |
|
|
2024
Q3 | $622K | Buy |
13,850
+5,977
| +76% | +$268K | 0.32% | 71 |
|
|
2024
Q2 | $325K | Sell |
7,873
-1,371
| -15% | -$56.5K | 0.29% | 84 |
|
|
2024
Q1 | $388K | Buy |
9,244
+3,014
| +48% | +$126K | 0.35% | 73 |
|
|
2023
Q4 | $235K | Sell |
6,230
-2,938
| -32% | -$111K | 0.33% | 82 |
|
|
2023
Q3 | $297K | Sell |
9,168
-1,966
| -18% | -$63.7K | 0.34% | 75 |
|
|
2023
Q2 | $414K | Buy |
11,134
+196
| +2% | +$7.29K | 0.45% | 59 |
|
|
2023
Q1 | $425K | Buy |
10,938
+25
| +0.2% | +$972 | 0.49% | 57 |
|
|
2022
Q4 | $430K | Sell |
10,913
-5,153
| -32% | -$203K | 0.51% | 58 |
|
|
2022
Q3 | $609K | Sell |
16,066
-358
| -2% | -$13.6K | 0.77% | 35 |
|
|
2022
Q2 | $834K | Buy |
16,424
+31
| +0.2% | +$1.57K | 0.94% | 29 |
|
|
2022
Q1 | $824K | Sell |
16,393
-109
| -0.7% | -$5.48K | 0.83% | 34 |
|
|
2021
Q4 | $857K | Buy |
+16,502
| New | +$857K | 0.78% | 36 |
|