Smith Salley Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
41,079
+573
| +1% | +$24.8K | 0.1% | 121 |
|
|
2025
Q1 | $1.84M | Buy |
40,506
+3,663
| +10% | +$166K | 0.12% | 111 |
|
|
2024
Q4 | $1.47M | Sell |
36,843
-3,030
| -8% | -$121K | 0.09% | 123 |
|
|
2024
Q3 | $1.79M | Buy |
39,873
+2,490
| +7% | +$112K | 0.12% | 110 |
|
|
2024
Q2 | $1.54M | Sell |
37,383
-4,272
| -10% | -$176K | 0.11% | 110 |
|
|
2024
Q1 | $1.75M | Sell |
41,655
-19,927
| -32% | -$836K | 0.14% | 102 |
|
|
2023
Q4 | $2.32M | Buy |
61,582
+10,074
| +20% | +$380K | 0.15% | 102 |
|
|
2023
Q3 | $1.67M | Sell |
51,508
-4,278
| -8% | -$139K | 0.12% | 108 |
|
|
2023
Q2 | $2.07M | Sell |
55,786
-284
| -0.5% | -$10.6K | 0.15% | 99 |
|
|
2023
Q1 | $2.18M | Buy |
56,070
+13,239
| +31% | +$515K | 0.17% | 94 |
|
|
2022
Q4 | $1.69M | Sell |
42,831
-14,437
| -25% | -$569K | 0.14% | 106 |
|
|
2022
Q3 | $2.17M | Sell |
57,268
-3,383
| -6% | -$128K | 0.2% | 90 |
|
|
2022
Q2 | $3.08M | Buy |
60,651
+3,730
| +7% | +$189K | 0.27% | 78 |
|
|
2022
Q1 | $2.9M | Sell |
56,921
-315
| -0.6% | -$16K | 0.22% | 88 |
|
|
2021
Q4 | $2.97M | Sell |
57,236
-2,105
| -4% | -$109K | 0.21% | 92 |
|
|
2021
Q3 | $3.21M | Buy |
59,341
+1,103
| +2% | +$59.6K | 0.25% | 80 |
|
|
2021
Q2 | $3.26M | Sell |
58,238
-95,177
| -62% | -$5.33M | 0.26% | 79 |
|
|
2021
Q1 | $8.92M | Buy |
153,415
+8,412
| +6% | +$489K | 0.8% | 42 |
|
|
2020
Q4 | $8.52M | Buy |
145,003
+85,012
| +142% | +$4.99M | 0.86% | 41 |
|
|
2020
Q3 | $3.57M | Buy |
59,991
+1,141
| +2% | +$67.9K | 0.43% | 61 |
|
|
2020
Q2 | $3.24M | Sell |
58,850
-14,981
| -20% | -$826K | 0.43% | 62 |
|
|
2020
Q1 | $3.97M | Sell |
73,831
-3,856
| -5% | -$207K | 0.66% | 48 |
|
|
2019
Q4 | $4.77M | Sell |
77,687
-880
| -1% | -$54K | 0.63% | 49 |
|
|
2019
Q3 | $4.74M | Buy |
78,567
+3,936
| +5% | +$238K | 0.67% | 48 |
|
|
2019
Q2 | $4.26M | Sell |
74,631
-427
| -0.6% | -$24.4K | 0.64% | 52 |
|
|
2019
Q1 | $4.44M | Sell |
75,058
-2,681
| -3% | -$159K | 0.71% | 52 |
|
|
2018
Q4 | $4.37M | Buy |
77,739
+27,069
| +53% | +$1.52M | 0.8% | 47 |
|
|
2018
Q3 | $2.71M | Buy |
50,670
+1,384
| +3% | +$73.9K | 0.43% | 70 |
|
|
2018
Q2 | $2.48M | Buy |
49,286
+34,411
| +231% | +$1.73M | 0.42% | 71 |
|
|
2018
Q1 | $712K | Sell |
14,875
-49,538
| -77% | -$2.37M | 0.13% | 103 |
|
|
2017
Q4 | $3.41M | Buy |
64,413
+2,037
| +3% | +$108K | 0.61% | 64 |
|
|
2017
Q3 | $3.09M | Sell |
62,376
-617
| -1% | -$30.5K | 0.59% | 65 |
|
|
2017
Q2 | $2.81M | Sell |
62,993
-1,105
| -2% | -$49.3K | 0.57% | 67 |
|
|
2017
Q1 | $3.13M | Sell |
64,098
-136,411
| -68% | -$6.65M | 0.64% | 57 |
|
|
2016
Q4 | $10.7M | Buy |
200,509
+2,266
| +1% | +$121K | 2.23% | 6 |
|
|
2016
Q3 | $10.3M | Buy |
198,243
+8,802
| +5% | +$457K | 2.28% | 5 |
|
|
2016
Q2 | $10.6M | Buy |
189,441
+13,011
| +7% | +$727K | 2.46% | 4 |
|
|
2016
Q1 | $9.54M | Buy |
176,430
+3,369
| +2% | +$182K | 2.39% | 4 |
|
|
2015
Q4 | $8M | Buy |
173,061
+581
| +0.3% | +$26.9K | 1.99% | 8 |
|
|
2015
Q3 | $7.5M | Buy |
172,480
+2,372
| +1% | +$103K | 2.02% | 10 |
|
|
2015
Q2 | $7.93M | Buy |
170,108
+8,733
| +5% | +$407K | 2.02% | 9 |
|
|
2015
Q1 | $7.85M | Buy |
161,375
+12,621
| +8% | +$614K | 2% | 7 |
|
|
2014
Q4 | $6.96M | Buy |
148,754
+23,940
| +19% | +$1.12M | 1.81% | 12 |
|
|
2014
Q3 | $6.24M | Buy |
124,814
+23,740
| +23% | +$1.19M | 1.66% | 13 |
|
|
2014
Q2 | $4.95M | Buy |
101,074
+59,114
| +141% | +$2.89M | 1.32% | 20 |
|
|
2014
Q1 | $2M | Buy |
41,960
+32,132
| +327% | +$1.53M | 1.25% | 40 |
|
|
2013
Q4 | $483K | Buy |
9,828
+2,945
| +43% | +$145K | 0.32% | 63 |
|
|
2013
Q3 | $321K | Buy |
+6,883
| New | +$321K | 0.26% | 57 |
|