Schwarz Dygos Wheeler Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
13,607
+291
| +2% | +$12.6K | 0.13% | 100 |
|
|
2025
Q1 | $604K | Buy |
13,316
+395
| +3% | +$17.9K | 0.14% | 96 |
|
|
2024
Q4 | $517K | Sell |
12,921
-13,487
| -51% | -$539K | 0.13% | 100 |
|
|
2024
Q3 | $1.19M | Sell |
26,408
-2,347
| -8% | -$105K | 0.3% | 57 |
|
|
2024
Q2 | $1.19M | Buy |
28,755
+429
| +2% | +$17.7K | 0.32% | 59 |
|
|
2024
Q1 | $1.19M | Buy |
28,326
+610
| +2% | +$25.6K | 0.33% | 55 |
|
|
2023
Q4 | $1.04M | Sell |
27,716
-1,092
| -4% | -$41.2K | 0.32% | 55 |
|
|
2023
Q3 | $934K | Buy |
28,808
+936
| +3% | +$30.3K | 0.32% | 56 |
|
|
2023
Q2 | $1.04M | Buy |
27,872
+765
| +3% | +$28.5K | 0.34% | 52 |
|
|
2023
Q1 | $1.05M | Buy |
27,107
+2,561
| +10% | +$99.6K | 0.38% | 52 |
|
|
2022
Q4 | $967K | Sell |
24,546
-1,440
| -6% | -$56.7K | 0.38% | 50 |
|
|
2022
Q3 | $987K | Buy |
25,986
+2,819
| +12% | +$107K | 0.44% | 48 |
|
|
2022
Q2 | $1.18M | Buy |
23,167
+857
| +4% | +$43.5K | 0.47% | 48 |
|
|
2022
Q1 | $1.14M | Buy |
22,310
+1,543
| +7% | +$78.6K | 0.38% | 51 |
|
|
2021
Q4 | $1.08M | Buy |
20,767
+3,235
| +18% | +$168K | 0.37% | 51 |
|
|
2021
Q3 | $947K | Sell |
17,532
-83
| -0.5% | -$4.48K | 0.35% | 56 |
|
|
2021
Q2 | $987K | Buy |
17,615
+2,178
| +14% | +$122K | 0.36% | 58 |
|
|
2021
Q1 | $898K | Buy |
15,437
+2,560
| +20% | +$149K | 0.37% | 55 |
|
|
2020
Q4 | $757K | Buy |
12,877
+1,481
| +13% | +$87.1K | 0.36% | 46 |
|
|
2020
Q3 | $678K | Buy |
11,396
+141
| +1% | +$8.39K | 0.38% | 47 |
|
|
2020
Q2 | $613K | Buy |
11,255
+321
| +3% | +$17.5K | 0.4% | 45 |
|
|
2020
Q1 | $587K | Sell |
10,934
-591
| -5% | -$31.7K | 0.5% | 41 |
|
|
2019
Q4 | $708K | Hold |
11,525
| – | – | 0.48% | 41 |
|
|
2019
Q3 | $696K | Buy |
11,525
+683
| +6% | +$41.2K | 0.55% | 40 |
|
|
2019
Q2 | $619K | Buy |
10,842
+50
| +0.5% | +$2.86K | 0.51% | 41 |
|
|
2019
Q1 | $638K | Sell |
10,792
-78
| -0.7% | -$4.61K | 0.55% | 41 |
|
|
2018
Q4 | $611K | Buy |
+10,870
| New | +$611K | 0.66% | 37 |
|