TSWM
Triangle Securities Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
7,243
-1,400
| -16% | -$60.6K | 0.08% | 182 |
|
|
2025
Q1 | $392K | Hold |
8,643
| – | – | 0.1% | 168 |
|
|
2024
Q4 | $346K | Hold |
8,643
| – | – | 0.09% | 177 |
|
|
2024
Q3 | $388K | Sell |
8,643
-633
| -7% | -$28.4K | 0.1% | 168 |
|
|
2024
Q2 | $383K | Sell |
9,276
-235
| -2% | -$9.69K | 0.11% | 167 |
|
|
2024
Q1 | $399K | Sell |
9,511
-860
| -8% | -$36.1K | 0.11% | 161 |
|
|
2023
Q4 | $391K | Sell |
10,371
-2,073
| -17% | -$78.2K | 0.12% | 155 |
|
|
2023
Q3 | $403K | Sell |
12,444
-12,976
| -51% | -$421K | 0.14% | 141 |
|
|
2023
Q2 | $945K | Sell |
25,420
-5,021
| -16% | -$187K | 0.33% | 88 |
|
|
2023
Q1 | $1.18M | Sell |
30,441
-1,921
| -6% | -$74.7K | 0.42% | 77 |
|
|
2022
Q4 | $1.28M | Sell |
32,362
-8,582
| -21% | -$338K | 0.47% | 69 |
|
|
2022
Q3 | $1.56M | Sell |
40,944
-2,891
| -7% | -$110K | 0.64% | 52 |
|
|
2022
Q2 | $2.23M | Buy |
43,835
+736
| +2% | +$37.4K | 0.87% | 36 |
|
|
2022
Q1 | $2.2M | Sell |
43,099
-1,585
| -4% | -$80.7K | 0.73% | 41 |
|
|
2021
Q4 | $2.32M | Sell |
44,684
-1,037
| -2% | -$53.9K | 0.73% | 39 |
|
|
2021
Q3 | $2.47M | Sell |
45,721
-200
| -0.4% | -$10.8K | 0.84% | 34 |
|
|
2021
Q2 | $2.57M | Sell |
45,921
-1,424
| -3% | -$79.8K | 0.87% | 30 |
|
|
2021
Q1 | $2.75M | Sell |
47,345
-29
| -0.1% | -$1.69K | 1% | 27 |
|
|
2020
Q4 | $2.78M | Buy |
47,374
+89
| +0.2% | +$5.23K | 1.1% | 21 |
|
|
2020
Q3 | $2.81M | Sell |
47,285
-1,600
| -3% | -$95.2K | 1.27% | 18 |
|
|
2020
Q2 | $2.7M | Buy |
48,885
+4,775
| +11% | +$263K | 1.29% | 17 |
|
|
2020
Q1 | $2.37M | Sell |
44,110
-724
| -2% | -$38.9K | 1.37% | 17 |
|
|
2019
Q4 | $2.75M | Sell |
44,834
-335
| -0.7% | -$20.6K | 1.19% | 23 |
|
|
2019
Q3 | $2.73M | Buy |
45,169
+1,035
| +2% | +$62.5K | 1.33% | 22 |
|
|
2019
Q2 | $2.56M | Sell |
44,134
-81
| -0.2% | -$4.69K | 1.3% | 22 |
|
|
2019
Q1 | $2.61M | Sell |
44,215
-3,039
| -6% | -$180K | 1.37% | 22 |
|
|
2018
Q4 | $2.66M | Buy |
47,254
+1,989
| +4% | +$112K | 1.57% | 15 |
|
|
2018
Q3 | $2.42M | Sell |
45,265
-2,293
| -5% | -$122K | 1.28% | 22 |
|
|
2018
Q2 | $2.39M | Sell |
47,558
-2,238
| -4% | -$113K | 1.34% | 20 |
|
|
2018
Q1 | $2.38M | Buy |
49,796
+1,296
| +3% | +$62K | 1.37% | 18 |
|
|
2017
Q4 | $2.57M | Sell |
48,500
-880
| -2% | -$46.6K | 1.47% | 18 |
|
|
2017
Q3 | $2.44M | Sell |
49,380
-1,007
| -2% | -$49.8K | 1.45% | 20 |
|
|
2017
Q2 | $2.25M | Sell |
50,387
-1,823
| -3% | -$81.4K | 1.49% | 20 |
|
|
2017
Q1 | $2.55M | Sell |
52,210
-689
| -1% | -$33.6K | 1.62% | 14 |
|
|
2016
Q4 | $2.82M | Buy |
52,899
+101
| +0.2% | +$5.39K | 1.89% | 11 |
|
|
2016
Q3 | $2.74M | Sell |
52,798
-425
| -0.8% | -$22.1K | 1.9% | 10 |
|
|
2016
Q2 | $2.97M | Sell |
53,223
-3,727
| -7% | -$208K | 2.22% | 7 |
|
|
2016
Q1 | $3.08M | Sell |
56,950
-810
| -1% | -$43.8K | 2.01% | 10 |
|
|
2015
Q4 | $2.67M | Buy |
57,760
+618
| +1% | +$28.6K | 1.79% | 14 |
|
|
2015
Q3 | $2.49M | Sell |
57,142
-298
| -0.5% | -$13K | 1.88% | 13 |
|
|
2015
Q2 | $2.68M | Sell |
57,440
-2,650
| -4% | -$124K | 1.89% | 12 |
|
|
2015
Q1 | $2.92M | Buy |
60,090
+488
| +0.8% | +$23.7K | 2.02% | 11 |
|
|
2014
Q4 | $2.79M | Sell |
59,602
-1,040
| -2% | -$48.6K | 1.98% | 11 |
|
|
2014
Q3 | $3.03M | Buy |
60,642
+569
| +0.9% | +$28.4K | 2.33% | 8 |
|
|
2014
Q2 | $2.94M | Buy |
60,073
+3,928
| +7% | +$192K | 2.25% | 9 |
|
|
2014
Q1 | $2.76M | Buy |
56,145
+2,719
| +5% | +$134K | 2.48% | 6 |
|
|
2013
Q4 | $2.63M | Sell |
53,426
-1,105
| -2% | -$54.3K | 2.13% | 10 |
|
|
2013
Q3 | $2.55M | Sell |
54,531
-673
| -1% | -$31.4K | 2.22% | 9 |
|
|
2013
Q2 | $2.78M | Buy |
+55,204
| New | +$2.78M | 2.06% | 7 |
|