SWM
Selective Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
5,642
-625
| -10% | -$26.6K | 0.09% | 90 |
|
|
2025
Q1 | $274K | Sell |
6,267
-31
| -0.5% | -$1.36K | 0.12% | 81 |
|
|
2024
Q4 | $241K | Sell |
6,298
-2,405
| -28% | -$92.1K | 0.1% | 91 |
|
|
2024
Q3 | $383K | Sell |
8,703
-151
| -2% | -$6.65K | 0.16% | 67 |
|
|
2024
Q2 | $366K | Sell |
8,854
-751
| -8% | -$31K | 0.16% | 68 |
|
|
2024
Q1 | $389K | Buy |
9,605
+94
| +1% | +$3.81K | 0.17% | 71 |
|
|
2023
Q4 | $374K | Buy |
9,511
+257
| +3% | +$10.1K | 0.19% | 58 |
|
|
2023
Q3 | $292K | Sell |
9,254
-261
| -3% | -$8.23K | 0.16% | 62 |
|
|
2023
Q2 | $334K | Buy |
+9,515
| New | +$334K | 0.17% | 71 |
|
|
2022
Q4 | $426K | Sell |
10,639
-2,693
| -20% | -$108K | 0.22% | 60 |
|
|
2022
Q3 | $506K | Sell |
13,332
-6,992
| -34% | -$265K | 0.22% | 63 |
|
|
2022
Q2 | $1.03M | Buy |
20,324
+6,285
| +45% | +$319K | 0.37% | 40 |
|
|
2022
Q1 | $715K | Sell |
14,039
-132
| -0.9% | -$6.72K | 0.26% | 48 |
|
|
2021
Q4 | $736K | Sell |
14,171
-2,376
| -14% | -$123K | 0.3% | 45 |
|
|
2021
Q3 | $894K | Buy |
16,547
+228
| +1% | +$12.3K | 0.47% | 32 |
|
|
2021
Q2 | $914K | Buy |
16,319
+1,226
| +8% | +$68.7K | 0.73% | 24 |
|
|
2021
Q1 | $878K | Buy |
15,093
+1,048
| +7% | +$61K | 0.8% | 24 |
|
|
2020
Q4 | $825K | Buy |
14,045
+3,665
| +35% | +$215K | 0.53% | 28 |
|
|
2020
Q3 | $617K | Sell |
10,380
-26
| -0.2% | -$1.55K | 0.48% | 27 |
|
|
2020
Q2 | $574K | Buy |
10,406
+3,166
| +44% | +$175K | 0.48% | 28 |
|
|
2020
Q1 | $389K | Hold |
7,240
| – | – | 0.61% | 10 |
|
|
2019
Q4 | $444K | Sell |
7,240
-99
| -1% | -$6.07K | 0.54% | 13 |
|
|
2019
Q3 | $443K | Sell |
7,339
-243
| -3% | -$14.7K | 0.61% | 14 |
|
|
2019
Q2 | $433K | Buy |
7,582
+331
| +5% | +$18.9K | 0.7% | 17 |
|
|
2019
Q1 | $429K | Buy |
+7,251
| New | +$429K | 0.52% | 16 |
|
|
2018
Q3 | $387K | Buy |
+7,251
| New | +$387K | 4.63% | 7 |
|