SWM
Stockman Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
175,487
+2,839
| +2% | +$123K | 1.03% | 37 |
|
|
2025
Q1 | $7.83M | Buy |
172,648
+17,789
| +11% | +$807K | 1.16% | 34 |
|
|
2024
Q4 | $6.19M | Buy |
154,859
+2,928
| +2% | +$117K | 0.97% | 35 |
|
|
2024
Q3 | $6.82M | Buy |
151,931
+7,954
| +6% | +$357K | 1.06% | 35 |
|
|
2024
Q2 | $5.94M | Sell |
143,977
-4,071
| -3% | -$168K | 1.04% | 35 |
|
|
2024
Q1 | $6.21M | Buy |
148,048
+4,220
| +3% | +$177K | 1.1% | 37 |
|
|
2023
Q4 | $5.42M | Buy |
143,828
+908
| +0.6% | +$34.2K | 1.08% | 35 |
|
|
2023
Q3 | $4.63M | Buy |
142,920
+6,318
| +5% | +$205K | 1.02% | 35 |
|
|
2023
Q2 | $5.08M | Buy |
136,602
+5,600
| +4% | +$208K | 1.09% | 36 |
|
|
2023
Q1 | $5.09M | Buy |
131,002
+11,901
| +10% | +$463K | 1.14% | 34 |
|
|
2022
Q4 | $4.69M | Buy |
119,101
+4,443
| +4% | +$175K | 1.08% | 36 |
|
|
2022
Q3 | $4.35M | Buy |
114,658
+12,949
| +13% | +$492K | 1.18% | 36 |
|
|
2022
Q2 | $5.16M | Buy |
101,709
+1,260
| +1% | +$63.9K | 1.32% | 31 |
|
|
2022
Q1 | $5.12M | Buy |
100,449
+7,044
| +8% | +$359K | 1.06% | 36 |
|
|
2021
Q4 | $4.85M | Buy |
93,405
+702
| +0.8% | +$36.5K | 0.99% | 39 |
|
|
2021
Q3 | $5.01M | Buy |
92,703
+9,407
| +11% | +$508K | 1.11% | 35 |
|
|
2021
Q2 | $4.67M | Buy |
83,296
+63,921
| +330% | +$3.58M | 1.11% | 34 |
|
|
2021
Q1 | $1.13M | Buy |
19,375
+1,028
| +6% | +$59.8K | 0.31% | 62 |
|
|
2020
Q4 | $1.08M | Sell |
18,347
-265
| -1% | -$15.6K | 0.33% | 61 |
|
|
2020
Q3 | $1.11M | Sell |
18,612
-318
| -2% | -$18.9K | 0.4% | 59 |
|
|
2020
Q2 | $1.04M | Buy |
18,930
+200
| +1% | +$11K | 0.39% | 59 |
|
|
2020
Q1 | $1.01M | Sell |
18,730
-9
| -0% | -$483 | 0.45% | 56 |
|
|
2019
Q4 | $1.15M | Buy |
18,739
+105
| +0.6% | +$6.45K | 0.41% | 61 |
|
|
2019
Q3 | $1.13M | Buy |
18,634
+668
| +4% | +$40.3K | 0.43% | 58 |
|
|
2019
Q2 | $1.03M | Hold |
17,966
| – | – | 0.42% | 61 |
|
|
2019
Q1 | $1.06M | Sell |
17,966
-558
| -3% | -$33K | 0.46% | 54 |
|
|
2018
Q4 | $1.04M | Buy |
18,524
+752
| +4% | +$42.3K | 0.5% | 54 |
|
|
2018
Q3 | $949K | Buy |
17,772
+209
| +1% | +$11.2K | 0.41% | 58 |
|
|
2018
Q2 | $884K | Sell |
17,563
-2,685
| -13% | -$135K | 0.4% | 59 |
|
|
2018
Q1 | $968K | Buy |
20,248
+806
| +4% | +$38.5K | 0.44% | 58 |
|
|
2017
Q4 | $1.03M | Sell |
19,442
-1,278
| -6% | -$67.6K | 0.46% | 57 |
|
|
2017
Q3 | $1.03M | Sell |
20,720
-3,828
| -16% | -$189K | 0.49% | 58 |
|
|
2017
Q2 | $1.1M | Buy |
24,548
+285
| +1% | +$12.7K | 1.09% | 35 |
|
|
2017
Q1 | $1.18M | Sell |
24,263
-1,253
| -5% | -$61.1K | 0.67% | 45 |
|
|
2016
Q4 | $1.36M | Sell |
25,516
-7,386
| -22% | -$394K | 0.83% | 45 |
|
|
2016
Q3 | $1.71M | Buy |
32,902
+12,215
| +59% | +$635K | 1.06% | 43 |
|
|
2016
Q2 | $1.16M | Sell |
20,687
-5,233
| -20% | -$292K | 0.9% | 43 |
|
|
2016
Q1 | $1.4M | Sell |
25,920
-4,914
| -16% | -$266K | 1.11% | 42 |
|
|
2015
Q4 | $1.43M | Sell |
30,834
-915
| -3% | -$42.3K | 1.15% | 40 |
|
|
2015
Q3 | $1.38M | Buy |
31,749
+100
| +0.3% | +$4.35K | 1.19% | 39 |
|
|
2015
Q2 | $1.48M | Sell |
31,649
-158
| -0.5% | -$7.36K | 1.25% | 40 |
|
|
2015
Q1 | $1.55M | Sell |
31,807
-1,075
| -3% | -$52.3K | 1.32% | 34 |
|
|
2014
Q4 | $1.54M | Buy |
+32,882
| New | +$1.54M | 1.31% | 35 |
|