SWA
Sutton Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $162K | Sell |
5,007
-6,767
| -57% | -$219K | 0.08% | 123 |
|
|
2023
Q2 | $438K | Sell |
11,774
-6,513
| -36% | -$242K | 0.21% | 72 |
|
|
2023
Q1 | $711K | Sell |
18,287
-3,452
| -16% | -$134K | 0.38% | 49 |
|
|
2022
Q4 | $857K | Sell |
21,739
-2,984
| -12% | -$118K | 0.33% | 53 |
|
|
2022
Q3 | $939K | Buy |
24,723
+4,743
| +24% | +$180K | 0.38% | 47 |
|
|
2022
Q2 | $1.01M | Buy |
19,980
+666
| +3% | +$33.8K | 0.4% | 47 |
|
|
2022
Q1 | $984K | Buy |
19,314
+243
| +1% | +$12.4K | 0.34% | 52 |
|
|
2021
Q4 | $991K | Buy |
19,071
+135
| +0.7% | +$7.02K | 0.33% | 50 |
|
|
2021
Q3 | $1.02M | Buy |
18,936
+67
| +0.4% | +$3.62K | 0.38% | 45 |
|
|
2021
Q2 | $1.06M | Sell |
18,869
-74
| -0.4% | -$4.15K | 0.39% | 45 |
|
|
2021
Q1 | $1.1M | Buy |
18,943
+622
| +3% | +$36.2K | 0.43% | 43 |
|
|
2020
Q4 | $1.08M | Sell |
18,321
-148
| -0.8% | -$8.7K | 0.46% | 41 |
|
|
2020
Q3 | $1.1M | Buy |
18,469
+216
| +1% | +$12.9K | 0.53% | 37 |
|
|
2020
Q2 | $1.01M | Buy |
18,253
+699
| +4% | +$38.5K | 0.53% | 38 |
|
|
2020
Q1 | $943K | Buy |
17,554
+1,189
| +7% | +$63.9K | 0.59% | 31 |
|
|
2019
Q4 | $1M | Buy |
16,365
+4
| +0% | +$246 | 0.51% | 39 |
|
|
2019
Q3 | $988K | Buy |
16,361
+579
| +4% | +$34.9K | 0.55% | 32 |
|
|
2019
Q2 | $902K | Sell |
15,782
-385
| -2% | -$22K | 0.52% | 34 |
|
|
2019
Q1 | $956K | Buy |
16,167
+150
| +0.9% | +$8.87K | 0.56% | 33 |
|
|
2018
Q4 | $900K | Buy |
16,017
+1,394
| +10% | +$78.4K | 0.58% | 31 |
|
|
2018
Q3 | $781K | Buy |
14,623
+201
| +1% | +$10.7K | 0.51% | 31 |
|
|
2018
Q2 | $726K | Sell |
14,422
-70
| -0.5% | -$3.52K | 0.5% | 32 |
|
|
2018
Q1 | $693K | Buy |
14,492
+1,150
| +9% | +$55K | 0.5% | 33 |
|
|
2017
Q4 | $706K | Sell |
13,342
-1,096
| -8% | -$58K | 0.52% | 33 |
|
|
2017
Q3 | $715K | Buy |
14,438
+16
| +0.1% | +$792 | 0.55% | 30 |
|
|
2017
Q2 | $644K | Buy |
14,422
+3,721
| +35% | +$166K | 0.51% | 36 |
|
|
2017
Q1 | $522K | Sell |
10,701
-137
| -1% | -$6.68K | 0.44% | 42 |
|
|
2016
Q4 | $579K | Sell |
10,838
-802
| -7% | -$42.8K | 0.52% | 35 |
|
|
2016
Q3 | $605K | Buy |
11,640
+288
| +3% | +$15K | 0.55% | 31 |
|
|
2016
Q2 | $634K | Buy |
11,352
+100
| +0.9% | +$5.58K | 0.6% | 26 |
|
|
2016
Q1 | $609K | Buy |
+11,252
| New | +$609K | 0.58% | 26 |
|