SSWG
Seven Springs Wealth Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
87,169
+6,691
| +8% | +$290K | 0.93% | 20 |
|
|
2025
Q1 | $3.65M | Sell |
80,478
-7,363
| -8% | -$334K | 1.3% | 17 |
|
|
2024
Q4 | $3.51M | Buy |
87,841
+2,949
| +3% | +$118K | 1.31% | 20 |
|
|
2024
Q3 | $3.81M | Buy |
84,892
+2,499
| +3% | +$112K | 1.39% | 18 |
|
|
2024
Q2 | $3.4M | Buy |
82,393
+2,666
| +3% | +$110K | 1.33% | 17 |
|
|
2024
Q1 | $3.35M | Buy |
79,727
+8,441
| +12% | +$354K | 1.28% | 16 |
|
|
2023
Q4 | $2.69M | Buy |
71,286
+628
| +0.9% | +$23.7K | 1.21% | 17 |
|
|
2023
Q3 | $2.29M | Buy |
70,658
+48,805
| +223% | +$1.58M | 1.1% | 17 |
|
|
2023
Q2 | $813K | Sell |
21,853
-39,810
| -65% | -$1.48M | 0.39% | 29 |
|
|
2023
Q1 | $2.4M | Buy |
61,663
+2,704
| +5% | +$105K | 1.18% | 16 |
|
|
2022
Q4 | $2.32M | Buy |
+58,959
| New | +$2.32M | 1.12% | 15 |
|
|
2022
Q3 | – | Sell |
-4,028
| Closed | -$204K | – | 67 |
|
|
2022
Q2 | $204K | Hold |
4,028
| – | – | 0.1% | 64 |
|
|
2022
Q1 | $205K | Hold |
4,028
| – | – | 0.1% | 63 |
|
|
2021
Q4 | $209K | Sell |
4,028
-1,139
| -22% | -$59.1K | 0.1% | 64 |
|
|
2021
Q3 | $279K | Hold |
5,167
| – | – | 0.14% | 61 |
|
|
2021
Q2 | $290K | Buy |
5,167
+1,139
| +28% | +$63.9K | 0.13% | 64 |
|
|
2021
Q1 | $234K | Sell |
4,028
-33
| -0.8% | -$1.92K | 0.11% | 48 |
|
|
2020
Q4 | $239K | Buy |
4,061
+33
| +0.8% | +$1.94K | 0.12% | 47 |
|
|
2020
Q3 | $240K | Hold |
4,028
| – | – | 0.15% | 46 |
|
|
2020
Q2 | $222K | Hold |
4,028
| – | – | 0.14% | 42 |
|
|
2020
Q1 | $216K | Sell |
4,028
-215
| -5% | -$11.5K | 0.15% | 46 |
|
|
2019
Q4 | $261K | Buy |
+4,243
| New | +$261K | 0.18% | 42 |
|