SWM
SeaCrest Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
47,851
-179
| -0.4% | -$7.75K | 0.22% | 83 |
|
|
2025
Q1 | $2.18M | Sell |
48,030
-4,728
| -9% | -$214K | 0.25% | 69 |
|
|
2024
Q4 | $2.11M | Sell |
52,758
-3,210
| -6% | -$128K | 0.22% | 78 |
|
|
2024
Q3 | $2.51M | Sell |
55,968
-1,315
| -2% | -$59.1K | 0.27% | 64 |
|
|
2024
Q2 | $2.36M | Sell |
57,283
-9,343
| -14% | -$385K | 0.27% | 58 |
|
|
2024
Q1 | $2.8M | Sell |
66,626
-29,993
| -31% | -$1.26M | 0.34% | 49 |
|
|
2023
Q4 | $3.88M | Buy |
96,619
+13,641
| +16% | +$548K | 0.48% | 36 |
|
|
2023
Q3 | $2.69M | Sell |
82,978
-2,100
| -2% | -$68.1K | 0.35% | 51 |
|
|
2023
Q2 | $3.16M | Sell |
85,078
-10,608
| -11% | -$395K | 0.4% | 44 |
|
|
2023
Q1 | $3.72M | Buy |
95,686
+867
| +0.9% | +$33.7K | 0.5% | 35 |
|
|
2022
Q4 | $3.74M | Buy |
94,819
+3,957
| +4% | +$156K | 0.54% | 36 |
|
|
2022
Q3 | $3.45M | Sell |
90,862
-50,816
| -36% | -$1.93M | 0.52% | 36 |
|
|
2022
Q2 | $7.19M | Buy |
141,678
+15,114
| +12% | +$767K | 0.91% | 10 |
|
|
2022
Q1 | $6.45M | Buy |
126,564
+12,664
| +11% | +$645K | 0.74% | 16 |
|
|
2021
Q4 | $5.92M | Sell |
113,900
-15,296
| -12% | -$795K | 0.65% | 25 |
|
|
2021
Q3 | $6.98M | Buy |
129,196
+4,674
| +4% | +$252K | 0.84% | 14 |
|
|
2021
Q2 | $6.98M | Sell |
124,522
-413
| -0.3% | -$23.1K | 0.84% | 15 |
|
|
2021
Q1 | $7.27M | Buy |
124,935
+5,881
| +5% | +$342K | 0.96% | 10 |
|
|
2020
Q4 | $6.99M | Sell |
119,054
-3,165
| -3% | -$186K | 0.98% | 12 |
|
|
2020
Q3 | $7.27M | Buy |
122,219
+1,197
| +1% | +$71.2K | 1.17% | 10 |
|
|
2020
Q2 | $6.67M | Sell |
121,022
-12,999
| -10% | -$717K | 1.15% | 10 |
|
|
2020
Q1 | $7.2M | Buy |
134,021
+4,881
| +4% | +$262K | 1.55% | 7 |
|
|
2019
Q4 | $7.93M | Buy |
129,140
+7,330
| +6% | +$450K | 1.33% | 9 |
|
|
2019
Q3 | $7.35M | Buy |
121,810
+6,207
| +5% | +$375K | 1.38% | 8 |
|
|
2019
Q2 | $6.6M | Sell |
115,603
-507
| -0.4% | -$29K | 1.34% | 7 |
|
|
2019
Q1 | $6.87M | Buy |
116,110
+3,671
| +3% | +$217K | 1.18% | 8 |
|
|
2018
Q4 | $6.32M | Sell |
112,439
-6,951
| -6% | -$391K | 1.3% | 9 |
|
|
2018
Q3 | $6.37M | Sell |
119,390
-1,997
| -2% | -$107K | 1.08% | 12 |
|
|
2018
Q2 | $6.11M | Buy |
121,387
+10,503
| +9% | +$528K | 1.1% | 11 |
|
|
2018
Q1 | $5.3M | Sell |
110,884
-315
| -0.3% | -$15.1K | 0.97% | 12 |
|
|
2017
Q4 | $5.89M | Buy |
+111,199
| New | +$5.89M | 1.08% | 12 |
|