Summit Financial Wealth Advisors’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 | $432K | Buy |
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|
2025
Q2 | $281K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $5.76M | Buy |
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|
2022
Q4 | $5.39M | Sell |
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|
2022
Q3 | $5.63M | Buy |
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|
2022
Q2 | $6.58M | Buy |
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|
2022
Q1 | $7.38M | Buy |
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|
2021
Q4 | $6.55M | Buy |
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|
2021
Q3 | $5.9M | Buy |
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|
2021
Q2 | $5.93M | Buy |
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|
2021
Q1 | $5.83M | Buy |
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|
2020
Q4 | $5.82M | Sell |
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|
2020
Q3 | $5.96M | Buy |
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|
2020
Q2 | $5.65M | Buy |
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|
2020
Q1 | $5.72M | Buy |
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|
2019
Q4 | $702K | Sell |
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|
2019
Q3 | $768K | Sell |
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|
2019
Q2 | $737K | Buy |
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|
2019
Q1 | $757K | Sell |
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|
2018
Q4 | $777K | Sell |
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|
2018
Q3 | $804K | Buy |
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|
2018
Q2 | $524K | Sell |
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|
2018
Q1 | $590K | Sell |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.39M | Sell |
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|
2017
Q2 | $2M | Sell |
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|
2017
Q1 | $2.88M | Sell |
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|
2016
Q4 | $3.44M | Buy |
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|
2016
Q3 | $3.32M | Sell |
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|
2016
Q2 | $5.05M | Sell |
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|
2016
Q1 | $4.98M | Sell |
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|
2015
Q4 | $4.32M | Buy |
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|
2015
Q3 | $3.72M | Sell |
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|
2015
Q2 | $4M | Sell |
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|
2015
Q1 | $4.28M | Sell |
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|
2014
Q4 | $4.11M | Buy |
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