SWM
Silverlake Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
125,700
+7,396
| +6% | +$320K | 1.58% | 5 |
|
|
2025
Q1 | $5.37M | Buy |
118,304
+4,747
| +4% | +$215K | 2.03% | 5 |
|
|
2024
Q4 | $4.54M | Buy |
113,557
+1,767
| +2% | +$70.7K | 1.74% | 5 |
|
|
2024
Q3 | $5.02M | Buy |
111,790
+3,811
| +4% | +$171K | 1.9% | 5 |
|
|
2024
Q2 | $4.45M | Buy |
107,979
+46,288
| +75% | +$1.91M | 1.83% | 4 |
|
|
2024
Q1 | $2.59M | Buy |
61,691
+2,729
| +5% | +$115K | 1.32% | 13 |
|
|
2023
Q4 | $2.22M | Buy |
58,962
+346
| +0.6% | +$13K | 1.23% | 14 |
|
|
2023
Q3 | $1.9M | Buy |
58,616
+460
| +0.8% | +$14.9K | 1.07% | 17 |
|
|
2023
Q2 | $2.16M | Buy |
58,156
+1,150
| +2% | +$42.8K | 1.2% | 16 |
|
|
2023
Q1 | $2.22M | Buy |
57,006
+11,070
| +24% | +$431K | 1.34% | 12 |
|
|
2022
Q4 | $1.81M | Buy |
45,936
+1,962
| +4% | +$77.3K | 1.13% | 19 |
|
|
2022
Q3 | $1.67M | Buy |
43,974
+336
| +0.8% | +$12.8K | 1.13% | 18 |
|
|
2022
Q2 | $2.21M | Buy |
43,638
+2,439
| +6% | +$124K | 1.44% | 11 |
|
|
2022
Q1 | $2.1M | Buy |
41,199
+2,377
| +6% | +$121K | 1.2% | 14 |
|
|
2021
Q4 | $2.02M | Buy |
+38,822
| New | +$2.02M | 1.08% | 17 |
|