TCPWM
Traverso Chambers Private Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $922K | Sell |
24,461
-1,001
| -4% | -$37.7K | 0.22% | 59 |
|
|
2023
Q3 | $825K | Buy |
25,462
+1,149
| +5% | +$37.2K | 0.22% | 56 |
|
|
2023
Q2 | $904K | Buy |
24,313
+264
| +1% | +$9.82K | 0.24% | 53 |
|
|
2023
Q1 | $935K | Buy |
24,049
+78
| +0.3% | +$3.03K | 0.26% | 49 |
|
|
2022
Q4 | $944K | Buy |
23,971
+4,304
| +22% | +$170K | 0.27% | 48 |
|
|
2022
Q3 | $747K | Buy |
19,667
+978
| +5% | +$37.1K | 0.23% | 55 |
|
|
2022
Q2 | $948K | Buy |
18,689
+577
| +3% | +$29.3K | 0.32% | 44 |
|
|
2022
Q1 | $923K | Buy |
18,112
+173
| +1% | +$8.82K | 0.28% | 48 |
|
|
2021
Q4 | $932K | Buy |
17,939
+525
| +3% | +$27.3K | 0.28% | 49 |
|
|
2021
Q3 | $941K | Buy |
17,414
+1,951
| +13% | +$105K | 0.29% | 46 |
|
|
2021
Q2 | $866K | Buy |
15,463
+629
| +4% | +$35.2K | 0.27% | 49 |
|
|
2021
Q1 | $863K | Buy |
14,834
+956
| +7% | +$55.6K | 0.29% | 45 |
|
|
2020
Q4 | $815K | Sell |
13,878
-471
| -3% | -$27.7K | 0.29% | 41 |
|
|
2020
Q3 | $854K | Sell |
14,349
-205
| -1% | -$12.2K | 0.33% | 38 |
|
|
2020
Q2 | $802K | Buy |
14,554
+513
| +4% | +$28.3K | 0.34% | 39 |
|
|
2020
Q1 | $754K | Buy |
14,041
+89
| +0.6% | +$4.78K | 0.36% | 37 |
|
|
2019
Q4 | $857K | Sell |
13,952
-840
| -6% | -$51.6K | 0.36% | 37 |
|
|
2019
Q3 | $893K | Buy |
14,792
+207
| +1% | +$12.5K | 0.43% | 35 |
|
|
2019
Q2 | $848K | Sell |
14,585
-407
| -3% | -$23.7K | 0.41% | 37 |
|
|
2019
Q1 | $886K | Buy |
14,992
+191
| +1% | +$11.3K | 0.43% | 35 |
|
|
2018
Q4 | $832K | Buy |
+14,801
| New | +$832K | 0.45% | 35 |
|