Summit Financial Strategies’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $205K | Buy |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $452K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $369K | Hold |
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|
2019
Q1 | $382K | Hold |
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|
2018
Q4 | $363K | Hold |
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|
2018
Q3 | $345K | Hold |
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|
2018
Q2 | $325K | Sell |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $418K | Sell |
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|
2017
Q3 | $397K | Sell |
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|
2017
Q2 | $397K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $341K | Buy |
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|
2016
Q3 | $327K | Sell |
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|
2016
Q2 | $378K | Buy |
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|
2016
Q1 | $349K | Sell |
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|
2015
Q4 | $302K | Buy |
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|
2015
Q3 | $269K | Sell |
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|
2015
Q2 | $600K | Buy |
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|
2015
Q1 | $309K | Buy |
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|
2014
Q4 | $293K | Buy |
|