Secure Asset Management’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$983K Buy
22,709
+3,471
+18% +$150K 0.18% 131
2025
Q1
$873K Sell
19,238
-1,546
-7% -$70.1K 0.17% 127
2024
Q4
$831K Buy
20,784
+1,492
+8% +$59.7K 0.13% 143
2024
Q3
$866K Sell
19,292
-770
-4% -$34.6K 0.15% 141
2024
Q2
$827K Buy
20,062
+484
+2% +$20K 0.16% 130
2024
Q1
$822K Buy
19,578
+132
+0.7% +$5.54K 0.19% 111
2023
Q4
$733K Sell
19,446
-2,694
-12% -$102K 0.2% 107
2023
Q3
$718K Buy
22,140
+7,001
+46% +$227K 0.21% 109
2023
Q2
$563K Sell
15,139
-450
-3% -$16.7K 0.17% 108
2023
Q1
$606K Buy
15,589
+2,877
+23% +$112K 0.2% 106
2022
Q4
$501K Buy
12,712
+347
+3% +$13.7K 0.18% 116
2022
Q3
$469K Buy
12,365
+638
+5% +$24.2K 0.26% 78
2022
Q2
$595K Sell
11,727
-2,212
-16% -$112K 0.33% 63
2022
Q1
$710K Buy
13,939
+1,085
+8% +$55.3K 0.32% 62
2021
Q4
$668K Buy
12,854
+184
+1% +$9.56K 0.27% 63
2021
Q3
$684K Sell
12,670
-335
-3% -$18.1K 0.34% 49
2021
Q2
$729K Sell
13,005
-2,968
-19% -$166K 0.37% 46
2021
Q1
$929K Sell
15,973
-1,052
-6% -$61.2K 0.52% 38
2020
Q4
$1M Sell
17,025
-388
-2% -$22.8K 0.59% 38
2020
Q3
$1.04M Buy
17,413
+2,187
+14% +$130K 0.71% 32
2020
Q2
$839K Buy
15,226
+32
+0.2% +$1.76K 0.59% 38
2020
Q1
$816K Sell
15,194
-4,039
-21% -$217K 0.88% 28
2019
Q4
$1.18M Buy
+19,233
New +$1.18M 0.83% 29