Sugarloaf Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $553K | Buy |
13,824
+1,189
| +9% | +$47.5K | 0.1% | 84 |
|
|
2024
Q3 | $567K | Sell |
12,635
-1,104
| -8% | -$49.6K | 0.11% | 82 |
|
|
2024
Q2 | $567K | Buy |
13,739
+1,211
| +10% | +$49.9K | 0.11% | 78 |
|
|
2024
Q1 | $526K | Sell |
12,528
-2,691
| -18% | -$113K | 0.11% | 82 |
|
|
2023
Q4 | $574K | Sell |
15,219
-1,352
| -8% | -$51K | 0.14% | 77 |
|
|
2023
Q3 | $537K | Buy |
16,571
+536
| +3% | +$17.4K | 0.14% | 76 |
|
|
2023
Q2 | $596K | Sell |
16,035
-48
| -0.3% | -$1.79K | 0.14% | 73 |
|
|
2023
Q1 | $625K | Sell |
16,083
-818
| -5% | -$31.8K | 0.15% | 66 |
|
|
2022
Q4 | $666K | Sell |
16,901
-2,625
| -13% | -$103K | 0.17% | 58 |
|
|
2022
Q3 | $742K | Buy |
19,526
+1,102
| +6% | +$41.9K | 0.19% | 58 |
|
|
2022
Q2 | $935K | Sell |
18,424
-383
| -2% | -$19.4K | 0.23% | 48 |
|
|
2022
Q1 | $958K | Hold |
18,807
| – | – | 0.23% | 45 |
|
|
2021
Q4 | $977K | Buy |
18,807
+132
| +0.7% | +$6.86K | 0.23% | 47 |
|
|
2021
Q3 | $1.01M | Sell |
18,675
-162
| -0.9% | -$8.75K | 0.27% | 44 |
|
|
2021
Q2 | $1.06M | Sell |
18,837
-1,184
| -6% | -$66.3K | 0.29% | 43 |
|
|
2021
Q1 | $1.16K | Buy |
20,021
+1,970
| +11% | +$115 | 0.35% | 41 |
|
|
2020
Q4 | $1.06M | Buy |
18,051
+87
| +0.5% | +$5.11K | 0.36% | 41 |
|
|
2020
Q3 | $1.07M | Sell |
17,964
-341
| -2% | -$20.3K | 0.39% | 42 |
|
|
2020
Q2 | $1.01M | Sell |
18,305
-131
| -0.7% | -$7.22K | 0.39% | 42 |
|
|
2020
Q1 | $991K | Sell |
18,436
-630
| -3% | -$33.9K | 0.44% | 35 |
|
|
2019
Q4 | $1.17M | Buy |
+19,066
| New | +$1.17M | 0.5% | 35 |
|