SDH
Sloy Dahl & Holst’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
19,239
+39
| +0.2% | +$1.69K | 0.12% | 48 |
|
|
2025
Q1 | $871K | Sell |
19,200
-1,025
| -5% | -$46.5K | 0.15% | 47 |
|
|
2024
Q4 | $809K | Sell |
20,225
-1,632
| -7% | -$65.3K | 0.1% | 44 |
|
|
2024
Q3 | $982K | Buy |
21,857
+889
| +4% | +$39.9K | 0.17% | 32 |
|
|
2024
Q2 | $865K | Hold |
20,968
| – | – | 0.18% | 30 |
|
|
2024
Q1 | $880K | Buy |
20,968
+375
| +2% | +$15.7K | 0.21% | 29 |
|
|
2023
Q4 | $776K | Buy |
20,593
+2,155
| +12% | +$81.2K | 0.16% | 33 |
|
|
2023
Q3 | $598K | Hold |
18,438
| – | – | 0.13% | 35 |
|
|
2023
Q2 | $686K | Hold |
18,438
| – | – | 0.13% | 33 |
|
|
2023
Q1 | $717K | Buy |
18,438
+675
| +4% | +$26.3K | 0.16% | 29 |
|
|
2022
Q4 | $700K | Sell |
17,763
-931
| -5% | -$36.7K | 0.24% | 28 |
|
|
2022
Q3 | $710K | Buy |
18,694
+760
| +4% | +$28.9K | 0.15% | 34 |
|
|
2022
Q2 | $910K | Hold |
17,934
| – | – | 0.22% | 29 |
|
|
2022
Q1 | $914K | Buy |
17,934
+3,428
| +24% | +$175K | 0.15% | 31 |
|
|
2021
Q4 | $783K | Hold |
14,506
| – | – | 0.17% | 36 |
|
|
2021
Q3 | $783K | Sell |
14,506
-108
| -0.7% | -$5.83K | 0.17% | 36 |
|
|
2021
Q2 | $818K | Buy |
14,614
+403
| +3% | +$22.6K | 0.11% | 35 |
|
|
2021
Q1 | $826K | Buy |
14,211
+3,218
| +29% | +$187K | 0.12% | 34 |
|
|
2020
Q4 | $649K | Buy |
10,993
+903
| +9% | +$53.3K | 0.31% | 27 |
|
|
2020
Q3 | $572K | Sell |
10,090
-220
| -2% | -$12.5K | 0.22% | 24 |
|
|
2020
Q2 | $568K | Sell |
10,310
-600
| -5% | -$33.1K | 0.27% | 23 |
|
|
2020
Q1 | $586K | Sell |
10,910
-83
| -0.8% | -$4.46K | 0.45% | 22 |
|
|
2019
Q4 | $674K | Buy |
+10,993
| New | +$674K | 0.63% | 23 |
|