Strategic Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
+24,536
| New | +$1.06M | 0.08% | 153 |
|
|
2024
Q4 | $6.79M | Buy |
165,494
+71,155
| +75% | +$2.92M | 0.56% | 65 |
|
|
2024
Q3 | $4.24M | Buy |
94,339
+58,657
| +164% | +$2.63M | 0.41% | 75 |
|
|
2024
Q2 | $1.47M | Buy |
35,682
+20,813
| +140% | +$858K | 0.15% | 107 |
|
|
2024
Q1 | $624K | Sell |
14,869
-1,453
| -9% | -$61K | 0.07% | 172 |
|
|
2023
Q4 | $615K | Sell |
16,322
-1,316
| -7% | -$49.6K | 0.08% | 165 |
|
|
2023
Q3 | $572K | Buy |
17,638
+4,562
| +35% | +$148K | 0.08% | 193 |
|
|
2023
Q2 | $486K | Sell |
13,076
-5,967
| -31% | -$222K | 0.06% | 209 |
|
|
2023
Q1 | $741K | Sell |
19,043
-1,675
| -8% | -$65.1K | 0.11% | 148 |
|
|
2022
Q4 | $816K | Sell |
20,718
-37,650
| -65% | -$1.48M | 0.15% | 135 |
|
|
2022
Q3 | $2.22M | Buy |
58,368
+4,870
| +9% | +$185K | 0.47% | 67 |
|
|
2022
Q2 | $2.72M | Buy |
53,498
+4,756
| +10% | +$241K | 0.59% | 54 |
|
|
2022
Q1 | $2.48M | Buy |
48,742
+6,871
| +16% | +$350K | 0.48% | 68 |
|
|
2021
Q4 | $2.18M | Buy |
41,871
+10,929
| +35% | +$568K | 0.41% | 75 |
|
|
2021
Q3 | $1.67M | Buy |
30,942
+5,599
| +22% | +$302K | 0.49% | 51 |
|
|
2021
Q2 | $1.42M | Sell |
25,343
-1,339
| -5% | -$75K | 0.46% | 52 |
|
|
2021
Q1 | $1.55M | Sell |
26,682
-1,537
| -5% | -$89.4K | 0.62% | 41 |
|
|
2020
Q4 | $1.66M | Sell |
28,219
-1,731
| -6% | -$102K | 0.7% | 32 |
|
|
2020
Q3 | $1.78M | Sell |
29,950
-1,228
| -4% | -$73.1K | 0.9% | 22 |
|
|
2020
Q2 | $1.72M | Buy |
31,178
+12,961
| +71% | +$715K | 0.89% | 25 |
|
|
2020
Q1 | $1.12M | Hold |
18,217
| – | – | 0.58% | 52 |
|
|
2019
Q4 | $1.12M | Buy |
18,217
+1,476
| +9% | +$90.7K | 0.58% | 52 |
|
|
2019
Q3 | $16.1K | Buy |
16,741
+14,164
| +550% | +$13.6K | 0.08% | 123 |
|
|
2019
Q2 | $147K | Sell |
2,577
-161
| -6% | -$9.18K | 0.07% | 150 |
|
|
2019
Q1 | $162K | Buy |
2,738
+137
| +5% | +$8.11K | 0.07% | 151 |
|
|
2018
Q4 | $157K | Sell |
2,601
-121
| -4% | -$7.3K | 0.08% | 146 |
|
|
2018
Q3 | $145K | Sell |
2,722
-676
| -20% | -$36K | 0.08% | 150 |
|
|
2018
Q2 | $171K | Sell |
3,398
-7,806
| -70% | -$393K | 0.1% | 153 |
|
|
2018
Q1 | $536K | Sell |
11,204
-1,706
| -13% | -$81.6K | 0.28% | 109 |
|
|
2017
Q4 | $582K | Buy |
+12,910
| New | +$582K | 0.32% | 104 |
|