Strategic Family Wealth Counselors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
14,150
-775
| -5% | -$33.5K | 0.17% | 81 |
|
|
2025
Q1 | $677K | Buy |
14,925
+2,400
| +19% | +$109K | 0.22% | 72 |
|
|
2024
Q4 | $501K | Buy |
12,525
+134
| +1% | +$5.36K | 0.16% | 80 |
|
|
2024
Q3 | $556K | Buy |
12,391
+1,569
| +14% | +$70.5K | 0.19% | 74 |
|
|
2024
Q2 | $446K | Sell |
10,822
-1,589
| -13% | -$65.5K | 0.17% | 76 |
|
|
2024
Q1 | $521K | Sell |
12,411
-723
| -6% | -$30.3K | 0.21% | 66 |
|
|
2023
Q4 | $495K | Sell |
13,134
-332
| -2% | -$12.5K | 0.21% | 62 |
|
|
2023
Q3 | $436K | Sell |
13,466
-1,578
| -10% | -$51.1K | 0.21% | 60 |
|
|
2023
Q2 | $559K | Buy |
15,044
+3,176
| +27% | +$118K | 0.26% | 52 |
|
|
2023
Q1 | $462K | Sell |
11,868
-310
| -3% | -$12.1K | 0.22% | 56 |
|
|
2022
Q4 | $480K | Sell |
12,178
-428
| -3% | -$16.9K | 0.24% | 60 |
|
|
2022
Q3 | $479K | Sell |
12,606
-159
| -1% | -$6.04K | 0.24% | 52 |
|
|
2022
Q2 | $648K | Buy |
12,765
+195
| +2% | +$9.9K | 0.31% | 44 |
|
|
2022
Q1 | $640K | Buy |
12,570
+19
| +0.2% | +$967 | 0.26% | 49 |
|
|
2021
Q4 | $652K | Sell |
12,551
-1,360
| -10% | -$70.6K | 0.21% | 54 |
|
|
2021
Q3 | $751K | Buy |
13,911
+33
| +0.2% | +$1.78K | 0.26% | 43 |
|
|
2021
Q2 | $778K | Buy |
13,878
+86
| +0.6% | +$4.82K | 0.25% | 43 |
|
|
2021
Q1 | $802K | Buy |
13,792
+100
| +0.7% | +$5.82K | 0.3% | 41 |
|
|
2020
Q4 | $804K | Buy |
13,692
+266
| +2% | +$15.6K | 0.41% | 39 |
|
|
2020
Q3 | $799K | Sell |
13,426
-49
| -0.4% | -$2.92K | 0.45% | 36 |
|
|
2020
Q2 | $743K | Buy |
13,475
+31
| +0.2% | +$1.71K | 0.47% | 38 |
|
|
2020
Q1 | $722K | Sell |
13,444
-376
| -3% | -$20.2K | 0.54% | 31 |
|
|
2019
Q4 | $849K | Sell |
13,820
-120
| -0.9% | -$7.37K | 0.69% | 29 |
|
|
2019
Q3 | $841K | Buy |
13,940
+34
| +0.2% | +$2.05K | 0.64% | 30 |
|
|
2019
Q2 | $794K | Buy |
13,906
+32
| +0.2% | +$1.83K | 0.61% | 30 |
|
|
2019
Q1 | $820K | Buy |
13,874
+472
| +4% | +$27.9K | 0.66% | 29 |
|
|
2018
Q4 | $753K | Buy |
+13,402
| New | +$753K | 0.85% | 26 |
|