Smallwood Wealth Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Buy |
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|
2025
Q2 | $188K | Sell |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $320K | Buy |
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