SFWA
Summit Financial Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,489
| Closed | -$202K | – | 161 |
|
|
2024
Q3 | $202K | Buy |
+4,489
| New | +$202K | 0.04% | 149 |
|
|
2023
Q3 | – | Sell |
-138,729
| Closed | -$5.16M | – | 130 |
|
|
2023
Q2 | $5.16M | Sell |
138,729
-9,349
| -6% | -$348K | 1.19% | 24 |
|
|
2023
Q1 | $5.76M | Buy |
148,078
+11,163
| +8% | +$434K | 1.37% | 24 |
|
|
2022
Q4 | $5.39M | Sell |
136,915
-18,611
| -12% | -$733K | 1.3% | 26 |
|
|
2022
Q3 | $5.63M | Buy |
155,526
+8,406
| +6% | +$304K | 1.62% | 24 |
|
|
2022
Q2 | $6.59M | Buy |
147,120
+2,211
| +2% | +$99K | 1.57% | 24 |
|
|
2022
Q1 | $7.38M | Buy |
144,909
+22,366
| +18% | +$1.14M | 1.49% | 25 |
|
|
2021
Q4 | $6.55M | Buy |
122,543
+13,356
| +12% | +$714K | 1.27% | 28 |
|
|
2021
Q3 | $5.9M | Buy |
109,187
+3,402
| +3% | +$184K | 1.34% | 27 |
|
|
2021
Q2 | $5.93M | Buy |
105,785
+6,506
| +7% | +$365K | 1.34% | 26 |
|
|
2021
Q1 | $5.83M | Buy |
99,279
+1,444
| +1% | +$84.8K | 1.48% | 21 |
|
|
2020
Q4 | $5.82M | Sell |
97,835
-5,398
| -5% | -$321K | 1.59% | 19 |
|
|
2020
Q3 | $5.96M | Buy |
103,233
+1,158
| +1% | +$66.8K | 1.59% | 19 |
|
|
2020
Q2 | $5.65M | Buy |
102,075
+1,248
| +1% | +$69.1K | 1.51% | 22 |
|
|
2020
Q1 | $5.72M | Buy |
100,827
+89,115
| +761% | +$5.05M | 1.8% | 12 |
|
|
2019
Q4 | $702K | Sell |
11,712
-1,096
| -9% | -$65.7K | 0.17% | 71 |
|
|
2019
Q3 | $768K | Sell |
12,808
-88
| -0.7% | -$5.28K | 0.19% | 75 |
|
|
2019
Q2 | $737K | Buy |
12,896
+32
| +0.2% | +$1.83K | 0.18% | 83 |
|
|
2019
Q1 | $757K | Sell |
12,864
-957
| -7% | -$56.3K | 0.2% | 72 |
|
|
2018
Q4 | $777K | Sell |
13,821
-1,191
| -8% | -$67K | 0.25% | 64 |
|
|
2018
Q3 | $804K | Buy |
15,012
+4,064
| +37% | +$218K | 0.24% | 71 |
|
|
2018
Q2 | $524K | Sell |
10,948
-1,390
| -11% | -$66.5K | 0.18% | 83 |
|
|
2018
Q1 | $590K | Sell |
12,338
-12,419
| -50% | -$594K | 0.19% | 80 |
|
|
2017
Q4 | $1.31M | Sell |
24,757
-3,383
| -12% | -$179K | 0.45% | 57 |
|
|
2017
Q3 | $1.39M | Sell |
28,140
-16,663
| -37% | -$825K | 0.51% | 54 |
|
|
2017
Q2 | $2M | Sell |
44,803
-14,346
| -24% | -$641K | 0.79% | 41 |
|
|
2017
Q1 | $2.88M | Sell |
59,149
-5,335
| -8% | -$260K | 1.26% | 22 |
|
|
2016
Q4 | $3.44M | Buy |
64,484
+558
| +0.9% | +$29.8K | 1.51% | 18 |
|
|
2016
Q3 | $3.32M | Sell |
63,926
-26,578
| -29% | -$1.38M | 1.44% | 21 |
|
|
2016
Q2 | $5.05M | Sell |
90,504
-1,650
| -2% | -$92.1K | 2.11% | 13 |
|
|
2016
Q1 | $4.98M | Sell |
92,154
-1,315
| -1% | -$71.1K | 2.18% | 12 |
|
|
2015
Q4 | $4.32M | Buy |
93,469
+7,931
| +9% | +$367K | 1.98% | 14 |
|
|
2015
Q3 | $3.72M | Sell |
85,538
-250
| -0.3% | -$10.9K | 2.41% | 14 |
|
|
2015
Q2 | $4M | Sell |
85,788
-200
| -0.2% | -$9.32K | 2.47% | 15 |
|
|
2015
Q1 | $4.28M | Sell |
85,988
-1,829
| -2% | -$91K | 2.9% | 12 |
|
|
2014
Q4 | $4.11M | Buy |
+87,817
| New | +$4.11M | 2.85% | 14 |
|