SWP
Summit Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
7,628
+31
| +0.4% | +$1.34K | 0.06% | 172 |
|
|
2025
Q1 | $345K | Buy |
7,597
+184
| +2% | +$8.35K | 0.07% | 160 |
|
|
2024
Q4 | $296K | Sell |
7,413
-397
| -5% | -$15.9K | 0.06% | 166 |
|
|
2024
Q3 | $351K | Buy |
7,810
+31
| +0.4% | +$1.39K | 0.07% | 176 |
|
|
2024
Q2 | $321K | Sell |
7,779
-688
| -8% | -$28.4K | 0.07% | 172 |
|
|
2024
Q1 | $355K | Buy |
8,467
+3
| +0% | +$126 | 0.08% | 156 |
|
|
2023
Q4 | $319K | Buy |
8,464
+114
| +1% | +$4.3K | 0.07% | 153 |
|
|
2023
Q3 | $271K | Buy |
8,350
+761
| +10% | +$24.7K | 0.07% | 157 |
|
|
2023
Q2 | $282K | Buy |
7,589
+660
| +10% | +$24.5K | 0.07% | 151 |
|
|
2023
Q1 | $269K | Buy |
6,929
+1,323
| +24% | +$51.4K | 0.07% | 158 |
|
|
2022
Q4 | $221K | Buy |
5,606
+324
| +6% | +$12.8K | 0.06% | 163 |
|
|
2022
Q3 | $201K | Buy |
5,282
+164
| +3% | +$6.23K | 0.06% | 155 |
|
|
2022
Q2 | $260K | Sell |
5,118
-837
| -14% | -$42.5K | 0.07% | 134 |
|
|
2022
Q1 | $303K | Buy |
5,955
+20
| +0.3% | +$1.02K | 0.07% | 127 |
|
|
2021
Q4 | $308K | Sell |
5,935
-1,780
| -23% | -$92.5K | 0.07% | 126 |
|
|
2021
Q3 | $417K | Sell |
7,715
-3,720
| -33% | -$201K | 0.1% | 100 |
|
|
2021
Q2 | $641K | Buy |
11,435
+17
| +0.1% | +$953 | 0.15% | 80 |
|
|
2021
Q1 | $664K | Buy |
11,418
+4,016
| +54% | +$234K | 0.17% | 76 |
|
|
2020
Q4 | $435K | Buy |
7,402
+1,117
| +18% | +$65.6K | 0.12% | 92 |
|
|
2020
Q3 | $374K | Buy |
6,285
+517
| +9% | +$30.8K | 0.11% | 106 |
|
|
2020
Q2 | $318K | Buy |
5,768
+17
| +0.3% | +$937 | 0.1% | 108 |
|
|
2020
Q1 | $309K | Buy |
5,751
+16
| +0.3% | +$860 | 0.13% | 81 |
|
|
2019
Q4 | $352K | Buy |
+5,735
| New | +$352K | 0.12% | 83 |
|