SFS
Summit Financial Strategies’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
5,578
-104
| -2% | -$4.5K | 0.02% | 130 |
|
|
2025
Q1 | $258K | Sell |
5,682
-247
| -4% | -$11.2K | 0.03% | 122 |
|
|
2024
Q4 | $237K | Buy |
5,929
+478
| +9% | +$19.1K | 0.03% | 127 |
|
|
2024
Q3 | $245K | Buy |
5,451
+482
| +10% | +$21.6K | 0.03% | 129 |
|
|
2024
Q2 | $205K | Buy |
4,969
+34
| +0.7% | +$1.4K | 0.03% | 139 |
|
|
2024
Q1 | $207K | Buy |
+4,935
| New | +$207K | 0.03% | 139 |
|
|
2023
Q1 | – | Sell |
-6,788
| Closed | -$267K | – | 129 |
|
|
2022
Q4 | $267K | Sell |
6,788
-3,159
| -32% | -$124K | 0.06% | 95 |
|
|
2022
Q3 | $378K | Buy |
9,947
+2,526
| +34% | +$96K | 0.09% | 71 |
|
|
2022
Q2 | $377K | Buy |
7,421
+2,376
| +47% | +$121K | 0.09% | 73 |
|
|
2022
Q1 | $257K | Sell |
5,045
-704
| -12% | -$35.9K | 0.05% | 96 |
|
|
2021
Q4 | $299K | Sell |
5,749
-2,616
| -31% | -$136K | 0.06% | 92 |
|
|
2021
Q3 | $452K | Buy |
8,365
+259
| +3% | +$14K | 0.09% | 68 |
|
|
2021
Q2 | $454K | Buy |
+8,106
| New | +$454K | 0.09% | 68 |
|
|
2021
Q1 | – | Sell |
-5,618
| Closed | -$330K | – | 86 |
|
|
2020
Q4 | $330K | Buy |
5,618
+91
| +2% | +$5.35K | 0.11% | 60 |
|
|
2020
Q3 | $329K | Buy |
5,527
+51
| +0.9% | +$3.04K | 0.13% | 50 |
|
|
2020
Q2 | $302K | Buy |
5,476
+51
| +0.9% | +$2.81K | 0.13% | 54 |
|
|
2020
Q1 | $291K | Buy |
+5,425
| New | +$291K | 0.16% | 42 |
|
|
2019
Q4 | – | Sell |
-6,472
| Closed | -$391K | – | 65 |
|
|
2019
Q3 | $391K | Buy |
6,472
+11
| +0.2% | +$665 | 0.19% | 34 |
|
|
2019
Q2 | $369K | Hold |
6,461
| – | – | 0.18% | 31 |
|
|
2019
Q1 | $382K | Hold |
6,461
| – | – | 0.19% | 31 |
|
|
2018
Q4 | $363K | Hold |
6,461
| – | – | 0.2% | 34 |
|
|
2018
Q3 | $345K | Hold |
6,461
| – | – | 0.16% | 34 |
|
|
2018
Q2 | $325K | Sell |
6,461
-122
| -2% | -$6.14K | 0.16% | 32 |
|
|
2018
Q1 | $315K | Sell |
6,583
-1,317
| -17% | -$63K | 0.16% | 34 |
|
|
2017
Q4 | $418K | Sell |
7,900
-125
| -2% | -$6.61K | 0.22% | 26 |
|
|
2017
Q3 | $397K | Sell |
8,025
-860
| -10% | -$42.5K | 0.23% | 27 |
|
|
2017
Q2 | $397K | Buy |
+8,885
| New | +$397K | 0.24% | 30 |
|
|
2017
Q1 | – | Sell |
-6,383
| Closed | -$341K | – | 46 |
|
|
2016
Q4 | $341K | Buy |
6,383
+86
| +1% | +$4.59K | 0.23% | 27 |
|
|
2016
Q3 | $327K | Sell |
6,297
-464
| -7% | -$24.1K | 0.23% | 27 |
|
|
2016
Q2 | $378K | Buy |
6,761
+312
| +5% | +$17.4K | 0.28% | 27 |
|
|
2016
Q1 | $349K | Sell |
6,449
-94
| -1% | -$5.09K | 0.26% | 31 |
|
|
2015
Q4 | $302K | Buy |
6,543
+366
| +6% | +$16.9K | 0.24% | 34 |
|
|
2015
Q3 | $269K | Sell |
6,177
-6,422
| -51% | -$280K | 0.22% | 37 |
|
|
2015
Q2 | $600K | Buy |
12,599
+6,245
| +98% | +$297K | 0.47% | 22 |
|
|
2015
Q1 | $309K | Buy |
6,354
+89
| +1% | +$4.33K | 0.25% | 29 |
|
|
2014
Q4 | $293K | Buy |
+6,265
| New | +$293K | 0.24% | 30 |
|