Summit Wealth Partners’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 | $337K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $296K | Sell |
|
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|
2024
Q3 | $351K | Buy |
|
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|
2024
Q2 | $321K | Sell |
|
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|
2024
Q1 | $355K | Buy |
|
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|
2023
Q4 | $319K | Buy |
|
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $282K | Buy |
|
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $201K | Buy |
|
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $303K | Buy |
|
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $417K | Sell |
|
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|
2021
Q2 | $641K | Buy |
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|
2021
Q1 | $664K | Buy |
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|
2020
Q4 | $435K | Buy |
|
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|
2020
Q3 | $374K | Buy |
|
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $352K | Buy |
|