Signature Wealth Management Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $611K | Buy |
14,123
+92
| +0.7% | +$3.98K | 0.35% | 52 |
|
2025
Q1 | $636K | Sell |
14,031
-1,905
| -12% | -$86.4K | 0.42% | 46 |
|
2024
Q4 | $637K | Buy |
15,936
+78
| +0.5% | +$3.12K | 0.44% | 47 |
|
2024
Q3 | $712K | Sell |
15,858
-457
| -3% | -$20.5K | 0.52% | 46 |
|
2024
Q2 | $673K | Sell |
16,315
-334
| -2% | -$13.8K | 0.51% | 43 |
|
2024
Q1 | $699K | Buy |
16,649
+74
| +0.4% | +$3.11K | 0.57% | 40 |
|
2023
Q4 | $625K | Buy |
16,575
+147
| +0.9% | +$5.54K | 0.55% | 43 |
|
2023
Q3 | $532K | Sell |
16,428
-5,495
| -25% | -$178K | 0.52% | 44 |
|
2023
Q2 | $815K | Sell |
21,923
-295
| -1% | -$11K | 0.76% | 32 |
|
2023
Q1 | $864K | Sell |
22,218
-176
| -0.8% | -$6.85K | 0.8% | 32 |
|
2022
Q4 | $882K | Sell |
22,394
-966
| -4% | -$38.1K | 0.87% | 34 |
|
2022
Q3 | $887K | Sell |
23,360
-131
| -0.6% | -$4.97K | 0.98% | 24 |
|
2022
Q2 | $1.19M | Buy |
23,491
+116
| +0.5% | +$5.89K | 1.22% | 22 |
|
2022
Q1 | $1.19M | Sell |
23,375
-4,835
| -17% | -$246K | 1.01% | 26 |
|
2021
Q4 | $1.47M | Buy |
28,210
+12,231
| +77% | +$636K | 1.24% | 20 |
|
2021
Q3 | $863K | Buy |
15,979
+1,700
| +12% | +$91.8K | 0.78% | 33 |
|
2021
Q2 | $800K | Buy |
14,279
+440
| +3% | +$24.7K | 0.73% | 34 |
|
2021
Q1 | $805K | Buy |
13,839
+2,888
| +26% | +$168K | 0.77% | 35 |
|
2020
Q4 | $643K | Buy |
+10,951
| New | +$643K | 0.64% | 40 |
|