SteelPeak Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
589,462
+201,755
| +52% | +$8.73M | 0.99% | 25 |
|
|
2025
Q1 | $17.6M | Buy |
387,707
+42,639
| +12% | +$1.93M | 0.73% | 31 |
|
|
2024
Q4 | $13.8M | Sell |
345,068
-138,155
| -29% | -$5.52M | 0.56% | 38 |
|
|
2024
Q3 | $21.7M | Buy |
483,223
+20,567
| +4% | +$924K | 0.94% | 25 |
|
|
2024
Q2 | $19.1M | Buy |
462,656
+23,284
| +5% | +$960K | 0.88% | 26 |
|
|
2024
Q1 | $18.4M | Buy |
439,372
+183,286
| +72% | +$7.69M | 0.93% | 26 |
|
|
2023
Q4 | $9.65M | Sell |
256,086
-51,156
| -17% | -$1.93M | 0.56% | 46 |
|
|
2023
Q3 | $9.96M | Sell |
307,242
-107,092
| -26% | -$3.47M | 0.62% | 40 |
|
|
2023
Q2 | $15.4M | Buy |
414,334
+22,223
| +6% | +$826K | 0.91% | 27 |
|
|
2023
Q1 | $15.2M | Buy |
392,111
+180,706
| +85% | +$7.03M | 1.03% | 24 |
|
|
2022
Q4 | $8.33M | Sell |
211,405
-124,310
| -37% | -$4.9M | 0.61% | 44 |
|
|
2022
Q3 | $12.7M | Buy |
335,715
+43,704
| +15% | +$1.66M | 0.95% | 24 |
|
|
2022
Q2 | $14.8M | Buy |
292,011
+25,083
| +9% | +$1.27M | 1.07% | 20 |
|
|
2022
Q1 | $13.6M | Buy |
266,928
+77,567
| +41% | +$3.95M | 0.77% | 24 |
|
|
2021
Q4 | $9.84M | Buy |
189,361
+11,276
| +6% | +$586K | 0.56% | 40 |
|
|
2021
Q3 | $9.62M | Buy |
178,085
+22,206
| +14% | +$1.2M | 0.64% | 40 |
|
|
2021
Q2 | $8.73M | Buy |
155,879
+10,641
| +7% | +$596K | 0.61% | 40 |
|
|
2021
Q1 | $8.45M | Buy |
145,238
+41,048
| +39% | +$2.39M | 0.66% | 45 |
|
|
2020
Q4 | $6.12M | Sell |
104,190
-8,640
| -8% | -$508K | 0.56% | 39 |
|
|
2020
Q3 | $6.71M | Sell |
112,830
-20,483
| -15% | -$1.22M | 0.72% | 35 |
|
|
2020
Q2 | $7.35M | Buy |
133,313
+23,758
| +22% | +$1.31M | 0.93% | 23 |
|
|
2020
Q1 | $5.89M | Sell |
109,555
-1,890
| -2% | -$102K | 0.93% | 26 |
|
|
2019
Q4 | $6.84M | Buy |
+111,445
| New | +$6.84M | 0.94% | 26 |
|