SWA
SFMG Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
97,860
+1,941
| +2% | +$84K | 0.32% | 45 |
|
|
2025
Q1 | $4.35M | Sell |
95,919
-609
| -0.6% | -$27.6K | 0.34% | 42 |
|
|
2024
Q4 | $3.86M | Sell |
96,528
-1,227
| -1% | -$49.1K | 0.3% | 45 |
|
|
2024
Q3 | $4.39M | Sell |
97,755
-31,181
| -24% | -$1.4M | 0.36% | 37 |
|
|
2024
Q2 | $5.32M | Buy |
128,936
+3,404
| +3% | +$140K | 0.46% | 30 |
|
|
2024
Q1 | $5.27M | Buy |
125,532
+537
| +0.4% | +$22.5K | 0.45% | 31 |
|
|
2023
Q4 | $4.71M | Sell |
124,995
-2,989
| -2% | -$113K | 0.44% | 31 |
|
|
2023
Q3 | $4.15M | Buy |
127,984
+9,321
| +8% | +$302K | 0.43% | 32 |
|
|
2023
Q2 | $4.41M | Buy |
118,663
+3,862
| +3% | +$144K | 0.45% | 29 |
|
|
2023
Q1 | $4.46M | Buy |
114,801
+6,768
| +6% | +$263K | 0.48% | 27 |
|
|
2022
Q4 | $4.26M | Sell |
108,033
-30,953
| -22% | -$1.22M | 0.47% | 29 |
|
|
2022
Q3 | $4.96M | Buy |
138,986
+6,488
| +5% | +$231K | 0.58% | 24 |
|
|
2022
Q2 | $6.72M | Buy |
132,498
+7,152
| +6% | +$363K | 0.78% | 17 |
|
|
2022
Q1 | $6.39M | Buy |
125,346
+9,579
| +8% | +$488K | 0.63% | 20 |
|
|
2021
Q4 | $6.02M | Buy |
115,767
+25,533
| +28% | +$1.33M | 0.58% | 22 |
|
|
2021
Q3 | $4.87M | Buy |
90,234
+13,645
| +18% | +$737K | 0.54% | 22 |
|
|
2021
Q2 | $4.29M | Buy |
76,589
+7,711
| +11% | +$432K | 0.48% | 25 |
|
|
2021
Q1 | $4.01M | Buy |
68,878
+3,298
| +5% | +$192K | 0.46% | 26 |
|
|
2020
Q4 | $3.85M | Buy |
65,580
+2,245
| +4% | +$132K | 0.49% | 24 |
|
|
2020
Q3 | $3.77M | Buy |
63,335
+12,446
| +24% | +$740K | 0.52% | 24 |
|
|
2020
Q2 | $2.81M | Buy |
50,889
+31,913
| +168% | +$1.76M | 0.4% | 30 |
|
|
2020
Q1 | $1.02M | Buy |
18,976
+1,817
| +11% | +$97.7K | 0.15% | 42 |
|
|
2019
Q4 | $1.05M | Buy |
17,159
+397
| +2% | +$24.4K | 0.13% | 62 |
|
|
2019
Q3 | $1.01M | Sell |
16,762
-878
| -5% | -$53K | 0.14% | 54 |
|
|
2019
Q2 | $1.01M | Buy |
17,640
+1,451
| +9% | +$82.8K | 0.14% | 50 |
|
|
2019
Q1 | $957K | Sell |
16,189
-406
| -2% | -$24K | 0.14% | 47 |
|
|
2018
Q4 | $933K | Buy |
16,595
+148
| +0.9% | +$8.32K | 0.15% | 43 |
|
|
2018
Q3 | $931K | Buy |
16,447
+2,337
| +17% | +$132K | 0.14% | 45 |
|
|
2018
Q2 | $710K | Sell |
14,110
-1,872
| -12% | -$94.2K | 0.12% | 58 |
|
|
2018
Q1 | $764K | Sell |
15,982
-89
| -0.6% | -$4.26K | 0.13% | 50 |
|
|
2017
Q4 | $851K | Buy |
16,071
+933
| +6% | +$49.4K | 0.14% | 50 |
|
|
2017
Q3 | $749K | Sell |
15,138
-23,336
| -61% | -$1.15M | 0.15% | 51 |
|
|
2017
Q2 | $1.72M | Sell |
38,474
-2,331
| -6% | -$104K | 0.36% | 27 |
|
|
2017
Q1 | $1.99M | Sell |
40,805
-80
| -0.2% | -$3.9K | 0.4% | 24 |
|
|
2016
Q4 | $2.18M | Buy |
40,885
+3,230
| +9% | +$172K | 0.47% | 21 |
|
|
2016
Q3 | $1.96M | Sell |
37,655
-662
| -2% | -$34.4K | 0.43% | 29 |
|
|
2016
Q2 | $2.14M | Buy |
38,317
+10
| +0% | +$558 | 0.48% | 24 |
|
|
2016
Q1 | $2.07M | Buy |
38,307
+1,438
| +4% | +$77.8K | 0.46% | 29 |
|
|
2015
Q4 | $1.7M | Buy |
36,869
+502
| +1% | +$23.2K | 0.39% | 33 |
|
|
2015
Q3 | $1.58M | Buy |
36,367
+119
| +0.3% | +$5.18K | 0.38% | 35 |
|
|
2015
Q2 | $1.69M | Sell |
36,248
-40,506
| -53% | -$1.89M | 0.38% | 36 |
|
|
2015
Q1 | $3.73M | Buy |
76,754
+41,233
| +116% | +$2.01M | 0.3% | 34 |
|
|
2014
Q4 | $1.66M | Buy |
35,521
+22,751
| +178% | +$1.06M | 0.37% | 32 |
|
|
2014
Q3 | $638K | Buy |
12,770
+2,703
| +27% | +$135K | 0.2% | 36 |
|
|
2014
Q2 | $493K | Buy |
10,067
+120
| +1% | +$5.88K | 0.17% | 42 |
|
|
2014
Q1 | $473K | Sell |
9,947
-1,451
| -13% | -$69K | 0.16% | 39 |
|
|
2013
Q4 | $560K | Buy |
11,398
+492
| +5% | +$24.2K | 0.19% | 37 |
|
|
2013
Q3 | $509K | Sell |
10,906
-8
| -0.1% | -$373 | 0.2% | 34 |
|
|
2013
Q2 | $549K | Buy |
+10,914
| New | +$549K | 0.22% | 37 |
|