SAM
Synergy Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
62,050
-25,267
| -29% | -$1.09M | 0.31% | 53 |
|
|
2025
Q1 | $3.96M | Sell |
87,317
-18,223
| -17% | -$827K | 0.5% | 44 |
|
|
2024
Q4 | $4.47M | Buy |
105,540
+57,275
| +119% | +$2.43M | 0.35% | 56 |
|
|
2024
Q3 | $2.17M | Sell |
48,265
-18,235
| -27% | -$819K | 0.33% | 59 |
|
|
2024
Q2 | $2.74M | Sell |
66,500
-3,868
| -5% | -$160K | 0.43% | 54 |
|
|
2024
Q1 | $2.95M | Sell |
70,368
-22,465
| -24% | -$943K | 0.5% | 55 |
|
|
2023
Q4 | $3.5M | Sell |
92,833
-15,835
| -15% | -$597K | 0.63% | 41 |
|
|
2023
Q3 | $3.52M | Sell |
108,668
-39,655
| -27% | -$1.29M | 0.7% | 38 |
|
|
2023
Q2 | $5.52M | Buy |
148,323
+71,955
| +94% | +$2.68M | 1.36% | 27 |
|
|
2023
Q1 | $2.97M | Buy |
76,368
+3,472
| +5% | +$135K | 0.71% | 36 |
|
|
2022
Q4 | $2.87M | Buy |
72,896
+2,747
| +4% | +$108K | 0.74% | 40 |
|
|
2022
Q3 | $2.66M | Sell |
70,149
-12,131
| -15% | -$461K | 0.72% | 39 |
|
|
2022
Q2 | $4.18M | Buy |
82,280
+18,749
| +30% | +$952K | 1.11% | 31 |
|
|
2022
Q1 | $3.24M | Sell |
63,531
-12,698
| -17% | -$647K | 0.78% | 39 |
|
|
2021
Q4 | $3.96M | Buy |
76,229
+32,747
| +75% | +$1.7M | 0.94% | 38 |
|
|
2021
Q3 | $2.35M | Buy |
43,482
+18,123
| +71% | +$979K | 0.55% | 47 |
|
|
2021
Q2 | $1.42M | Buy |
+25,359
| New | +$1.42M | 0.38% | 55 |
|