Smallwood Wealth Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $204K | Sell |
4,501
-786
| -15% | -$35.7K | 0.13% | 76 |
|
|
2024
Q4 | $211K | Buy |
5,287
+2
| +0% | +$80 | 0.14% | 74 |
|
|
2024
Q3 | $237K | Sell |
5,285
-771
| -13% | -$34.6K | 0.17% | 64 |
|
|
2024
Q2 | $250K | Buy |
6,056
+298
| +5% | +$12.3K | 0.19% | 59 |
|
|
2024
Q1 | $242K | Buy |
5,758
+159
| +3% | +$6.67K | 0.19% | 61 |
|
|
2023
Q4 | $211K | Buy |
+5,599
| New | +$211K | 0.17% | 63 |
|
|
2023
Q3 | – | Sell |
-5,676
| Closed | -$211K | – | 64 |
|
|
2023
Q2 | $211K | Sell |
5,676
-1,441
| -20% | -$53.6K | 0.19% | 59 |
|
|
2023
Q1 | $277K | Sell |
7,117
-734
| -9% | -$28.5K | 0.26% | 49 |
|
|
2022
Q4 | $309K | Sell |
7,851
-1,052
| -12% | -$41.4K | 0.26% | 56 |
|
|
2022
Q3 | $338K | Buy |
8,903
+298
| +3% | +$11.3K | 0.3% | 55 |
|
|
2022
Q2 | $437K | Buy |
8,605
+2,183
| +34% | +$111K | 0.44% | 41 |
|
|
2022
Q1 | $327K | Buy |
6,422
+262
| +4% | +$13.3K | 0.31% | 44 |
|
|
2021
Q4 | $320K | Buy |
+6,160
| New | +$320K | 0.3% | 43 |
|