SWK
Stephen W. Kidder’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
6,964
+282
| +4% | +$12.2K | 0.09% | 62 |
|
|
2025
Q1 | $303K | Hold |
6,682
| – | – | 0.09% | 60 |
|
|
2024
Q4 | $267K | Buy |
6,682
+282
| +4% | +$11.3K | 0.08% | 59 |
|
|
2024
Q3 | $287K | Hold |
6,400
| – | – | 0.08% | 60 |
|
|
2024
Q2 | $264K | Hold |
6,400
| – | – | 0.08% | 64 |
|
|
2024
Q1 | $269K | Sell |
6,400
-506
| -7% | -$21.2K | 0.09% | 64 |
|
|
2023
Q4 | $260K | Hold |
6,906
| – | – | 0.08% | 66 |
|
|
2023
Q3 | $224K | Hold |
6,906
| – | – | 0.08% | 72 |
|
|
2023
Q2 | $257K | Hold |
6,906
| – | – | 0.08% | 70 |
|
|
2023
Q1 | $269K | Sell |
6,906
-1,600
| -19% | -$62.2K | 0.09% | 67 |
|
|
2022
Q4 | $335K | Buy |
+8,506
| New | +$335K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-3,766
| Closed | -$231K | – | 70 |
|
|
2019
Q4 | $231K | Hold |
3,766
| – | – | 0.09% | 67 |
|
|
2019
Q3 | $228K | Sell |
3,766
-500
| -12% | -$30.3K | 0.09% | 67 |
|
|
2019
Q2 | $243K | Hold |
4,266
| – | – | 0.1% | 67 |
|
|
2019
Q1 | $253K | Hold |
4,266
| – | – | 0.1% | 69 |
|
|
2018
Q4 | $241K | Hold |
4,266
| – | – | 0.11% | 71 |
|
|
2018
Q3 | $228K | Hold |
4,266
| – | – | 0.08% | 84 |
|
|
2018
Q2 | $215K | Hold |
4,266
| – | – | 0.08% | 85 |
|
|
2018
Q1 | $203K | Sell |
4,266
-300
| -7% | -$14.3K | 0.08% | 89 |
|
|
2017
Q4 | $242K | Hold |
4,566
| – | – | 0.09% | 88 |
|
|
2017
Q3 | $226K | Buy |
+4,566
| New | +$226K | 0.08% | 89 |
|
|
2016
Q1 | – | Sell |
-2,566
| Closed | -$118K | – | 104 |
|
|
2015
Q4 | $118K | Buy |
+2,566
| New | +$118K | 0.05% | 95 |
|