SSWM
Sheets Smith Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
13,423
-112
| -0.8% | -$4.85K | 0.07% | 260 |
|
|
2025
Q1 | $614K | Sell |
13,535
-449
| -3% | -$20.4K | 0.08% | 223 |
|
|
2024
Q4 | $559K | Buy |
13,984
+304
| +2% | +$12.2K | 0.07% | 247 |
|
|
2024
Q3 | $614K | Sell |
13,680
-1,386
| -9% | -$62.2K | 0.08% | 220 |
|
|
2024
Q2 | $621K | Buy |
15,066
+1,481
| +11% | +$61.1K | 0.07% | 209 |
|
|
2024
Q1 | $570K | Sell |
13,585
-1,097
| -7% | -$46K | 0.06% | 224 |
|
|
2023
Q4 | $554K | Sell |
14,682
-1,264
| -8% | -$47.7K | 0.08% | 199 |
|
|
2023
Q3 | $517K | Sell |
15,946
-2,808
| -15% | -$91K | 0.08% | 198 |
|
|
2023
Q2 | $697K | Sell |
18,754
-3,038
| -14% | -$113K | 0.1% | 173 |
|
|
2023
Q1 | $847K | Sell |
21,792
-866
| -4% | -$33.7K | 0.13% | 146 |
|
|
2022
Q4 | $893K | Sell |
22,658
-5,628
| -20% | -$222K | 0.14% | 140 |
|
|
2022
Q3 | $1.07M | Sell |
28,286
-10,695
| -27% | -$406K | 0.18% | 118 |
|
|
2022
Q2 | $1.98M | Sell |
38,981
-82,147
| -68% | -$4.17M | 0.33% | 75 |
|
|
2022
Q1 | $6.17M | Sell |
121,128
-33,693
| -22% | -$1.72M | 0.85% | 31 |
|
|
2021
Q4 | $8.04M | Sell |
154,821
-62,550
| -29% | -$3.25M | 1% | 23 |
|
|
2021
Q3 | $11.7M | Sell |
217,371
-2,166
| -1% | -$117K | 1.59% | 14 |
|
|
2021
Q2 | $12.3M | Buy |
219,537
+1,994
| +0.9% | +$112K | 1.66% | 14 |
|
|
2021
Q1 | $12.7M | Buy |
217,543
+1,094
| +0.5% | +$63.6K | 1.86% | 9 |
|
|
2020
Q4 | $12.7M | Sell |
216,449
-3,486
| -2% | -$205K | 1.92% | 11 |
|
|
2020
Q3 | $13.1M | Buy |
219,935
+6,333
| +3% | +$377K | 2.28% | 8 |
|
|
2020
Q2 | $11.8M | Buy |
213,602
+9,222
| +5% | +$508K | 2.36% | 8 |
|
|
2020
Q1 | $11M | Buy |
204,380
+162,475
| +388% | +$8.73M | 2.3% | 7 |
|
|
2019
Q4 | $2.57M | Buy |
41,905
+1,783
| +4% | +$109K | 0.49% | 53 |
|
|
2019
Q3 | $2.42M | Sell |
40,122
-3,176
| -7% | -$192K | 0.5% | 52 |
|
|
2019
Q2 | $2.47M | Buy |
43,298
+540
| +1% | +$30.9K | 0.51% | 55 |
|
|
2019
Q1 | $2.53M | Buy |
42,758
+776
| +2% | +$45.9K | 0.55% | 50 |
|
|
2018
Q4 | $2.36M | Buy |
41,982
+410
| +1% | +$23K | 0.64% | 46 |
|
|
2018
Q3 | $2.22M | Buy |
41,572
+340
| +0.8% | +$18.2K | 0.46% | 57 |
|
|
2018
Q2 | $2.07M | Buy |
41,232
+1,564
| +4% | +$78.7K | 0.49% | 53 |
|
|
2018
Q1 | $1.9M | Buy |
39,668
+307
| +0.8% | +$14.7K | 0.46% | 60 |
|
|
2017
Q4 | $2.08M | Sell |
39,361
-2,392
| -6% | -$127K | 0.49% | 55 |
|
|
2017
Q3 | $2.07M | Buy |
41,753
+816
| +2% | +$40.4K | 0.52% | 55 |
|
|
2017
Q2 | $1.83M | Buy |
40,937
+580
| +1% | +$25.9K | 0.48% | 63 |
|
|
2017
Q1 | $1.97M | Sell |
40,357
-532
| -1% | -$25.9K | 0.52% | 59 |
|
|
2016
Q4 | $2.18M | Buy |
40,889
+1,016
| +3% | +$54.2K | 0.61% | 46 |
|
|
2016
Q3 | $2.07M | Buy |
39,873
+2,896
| +8% | +$151K | 0.58% | 50 |
|
|
2016
Q2 | $2.07M | Sell |
36,977
-98
| -0.3% | -$5.47K | 0.6% | 48 |
|
|
2016
Q1 | $2.01M | Sell |
37,075
-461
| -1% | -$24.9K | 0.62% | 49 |
|
|
2015
Q4 | $1.74M | Buy |
37,536
+90
| +0.2% | +$4.16K | 0.52% | 55 |
|
|
2015
Q3 | $1.63M | Buy |
37,446
+350
| +0.9% | +$15.2K | 0.55% | 52 |
|
|
2015
Q2 | $1.73M | Sell |
37,096
-1,482
| -4% | -$69.1K | 0.47% | 65 |
|
|
2015
Q1 | $1.88M | Buy |
38,578
+1,404
| +4% | +$68.3K | 0.52% | 57 |
|
|
2014
Q4 | $1.74M | Buy |
37,174
+1,148
| +3% | +$53.7K | 0.45% | 63 |
|
|
2014
Q3 | $1.8M | Buy |
36,026
+26
| +0.1% | +$1.3K | 0.49% | 60 |
|
|
2014
Q2 | $1.76M | Buy |
36,000
+507
| +1% | +$24.8K | 0.47% | 57 |
|
|
2014
Q1 | $1.69M | Sell |
35,493
-268
| -0.7% | -$12.7K | 0.47% | 58 |
|
|
2013
Q4 | $1.76M | Sell |
35,761
-95
| -0.3% | -$4.67K | 0.48% | 56 |
|
|
2013
Q3 | $1.67M | Buy |
35,856
+18,866
| +111% | +$880K | 0.54% | 56 |
|
|
2013
Q2 | $855K | Buy |
+16,990
| New | +$855K | 0.29% | 92 |
|