Strategic Wealth Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31K | Buy |
+192
| New | +$8.31K | 0.01% | 95 |
|
|
2025
Q1 | – | Sell |
-5,211
| Closed | -$208K | – | 127 |
|
|
2024
Q4 | $208K | Sell |
5,211
-82
| -2% | -$3.28K | 0.02% | 129 |
|
|
2024
Q3 | $239K | Sell |
5,293
-885
| -14% | -$40K | 0.03% | 122 |
|
|
2024
Q2 | $258K | Buy |
+6,178
| New | +$258K | 0.03% | 115 |
|
|
2023
Q4 | $5.17M | Buy |
137,178
+3,674
| +3% | +$139K | 0.78% | 45 |
|
|
2023
Q3 | $4.33M | Buy |
133,504
+9,443
| +8% | +$306K | 0.78% | 44 |
|
|
2023
Q2 | $4.61M | Buy |
124,061
+22,765
| +22% | +$847K | 0.73% | 43 |
|
|
2023
Q1 | $3.94M | Buy |
101,296
+15,961
| +19% | +$621K | 0.73% | 38 |
|
|
2022
Q4 | $3.41M | Buy |
85,335
+19,564
| +30% | +$782K | 0.79% | 37 |
|
|
2022
Q3 | $2.5M | Buy |
65,771
+7,560
| +13% | +$287K | 0.72% | 39 |
|
|
2022
Q2 | $2.95M | Sell |
58,211
-6,323
| -10% | -$321K | 0.74% | 42 |
|
|
2022
Q1 | $3.29M | Buy |
64,534
+7,023
| +12% | +$358K | 0.78% | 36 |
|
|
2021
Q4 | $2.99M | Buy |
57,511
+6,178
| +12% | +$321K | 0.78% | 35 |
|
|
2021
Q3 | $2.76M | Buy |
51,333
+7,609
| +17% | +$410K | 0.83% | 34 |
|
|
2021
Q2 | $2.45M | Buy |
43,724
+8,207
| +23% | +$460K | 0.87% | 35 |
|
|
2021
Q1 | $2.07M | Buy |
35,517
+9,407
| +36% | +$547K | 0.99% | 29 |
|
|
2020
Q4 | $1.53M | Sell |
26,110
-6,905
| -21% | -$406K | 0.9% | 31 |
|
|
2020
Q3 | $1.96M | Buy |
33,015
+3,984
| +14% | +$237K | 1.48% | 16 |
|
|
2020
Q2 | $1.6M | Sell |
29,031
-1,537
| -5% | -$84.7K | 1.57% | 16 |
|
|
2020
Q1 | $1.64M | Buy |
30,568
+3,356
| +12% | +$180K | 2.68% | 13 |
|
|
2019
Q4 | $1.67M | Buy |
+27,212
| New | +$1.67M | 1.73% | 18 |
|