Sugarloaf Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $553K | Buy |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $537K | Buy |
|
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $742K | Buy |
|
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|
2022
Q2 | $935K | Sell |
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|
2022
Q1 | $958K | Hold |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.16K | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $991K | Sell |
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|
2019
Q4 | $1.17M | Buy |
|