SVWAG
Sound View Wealth Advisors Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
54,880
+887
| +2% | +$38.4K | 0.18% | 116 |
|
|
2025
Q1 | $2.45M | Sell |
53,993
-3,715
| -6% | -$169K | 0.2% | 104 |
|
|
2024
Q4 | $2.31M | Sell |
57,708
-11,940
| -17% | -$477K | 0.19% | 111 |
|
|
2024
Q3 | $3.13M | Buy |
69,648
+3,273
| +5% | +$147K | 0.26% | 88 |
|
|
2024
Q2 | $2.74M | Sell |
66,375
-7,210
| -10% | -$297K | 0.28% | 76 |
|
|
2024
Q1 | $3.09M | Sell |
73,585
-4,305
| -6% | -$181K | 0.33% | 66 |
|
|
2023
Q4 | $2.94M | Sell |
77,890
-1,407
| -2% | -$53K | 0.32% | 78 |
|
|
2023
Q3 | $2.57M | Sell |
79,297
-12,933
| -14% | -$419K | 0.32% | 72 |
|
|
2023
Q2 | $3.43M | Sell |
92,230
-3,936
| -4% | -$146K | 0.45% | 57 |
|
|
2023
Q1 | $3.74M | Buy |
96,166
+18,276
| +23% | +$711K | 0.51% | 51 |
|
|
2022
Q4 | $2.94M | Sell |
77,890
-21,786
| -22% | -$821K | 0.32% | 78 |
|
|
2022
Q3 | $3.79M | Sell |
99,676
-1,416
| -1% | -$53.8K | 0.85% | 36 |
|
|
2022
Q2 | $5.13M | Sell |
101,092
-2,779
| -3% | -$141K | 1.07% | 28 |
|
|
2022
Q1 | $5.29M | Sell |
103,871
-171
| -0.2% | -$8.71K | 1.01% | 27 |
|
|
2021
Q4 | $5.41M | Sell |
104,042
-1,309
| -1% | -$68K | 1.02% | 27 |
|
|
2021
Q3 | $5.69M | Sell |
105,351
-10,165
| -9% | -$549K | 1.19% | 20 |
|
|
2021
Q2 | $6.47M | Sell |
115,516
-7,020
| -6% | -$393K | 1.36% | 17 |
|
|
2021
Q1 | $7.13M | Sell |
122,536
-2,522
| -2% | -$147K | 1.66% | 14 |
|
|
2020
Q4 | $7.35M | Sell |
125,058
-2,787
| -2% | -$164K | 1.8% | 11 |
|
|
2020
Q3 | $7.61M | Sell |
127,845
-3,606
| -3% | -$215K | 2% | 10 |
|
|
2020
Q2 | $7.25M | Sell |
131,451
-35
| -0% | -$1.93K | 2.04% | 6 |
|
|
2020
Q1 | $7.07M | Buy |
131,486
+4,104
| +3% | +$221K | 2.44% | 5 |
|
|
2019
Q4 | $7.82M | Sell |
127,382
-3,132
| -2% | -$192K | 2.21% | 3 |
|
|
2019
Q3 | $7.88M | Sell |
130,514
-2,327
| -2% | -$140K | 2.35% | 3 |
|
|
2019
Q2 | $7.59M | Buy |
+132,841
| New | +$7.59M | 2.24% | 4 |
|