TPWM
Twelve Points Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,615
| Closed | -$265K | – | 185 |
|
|
2024
Q4 | $265K | Sell |
6,615
-341
| -5% | -$13.6K | 0.08% | 155 |
|
|
2024
Q3 | $312K | Buy |
6,956
+25
| +0.4% | +$1.12K | 0.1% | 153 |
|
|
2024
Q2 | $286K | Buy |
6,931
+107
| +2% | +$4.41K | 0.1% | 151 |
|
|
2024
Q1 | $286K | Sell |
6,824
-712
| -9% | -$29.9K | 0.1% | 145 |
|
|
2023
Q4 | $284K | Buy |
7,536
+148
| +2% | +$5.58K | 0.13% | 141 |
|
|
2023
Q3 | $239K | Sell |
7,388
-400
| -5% | -$13K | 0.12% | 153 |
|
|
2023
Q2 | $290K | Buy |
7,788
+125
| +2% | +$4.65K | 0.15% | 138 |
|
|
2023
Q1 | $298K | Buy |
7,663
+732
| +11% | +$28.5K | 0.17% | 139 |
|
|
2022
Q4 | $273K | Sell |
6,931
-452
| -6% | -$17.8K | 0.19% | 139 |
|
|
2022
Q3 | $280K | Sell |
7,383
-98
| -1% | -$3.72K | 0.22% | 136 |
|
|
2022
Q2 | $380K | Buy |
7,481
+376
| +5% | +$19.1K | 0.29% | 118 |
|
|
2022
Q1 | $362K | Sell |
7,105
-317
| -4% | -$16.2K | 0.27% | 120 |
|
|
2021
Q4 | $386K | Buy |
+7,422
| New | +$386K | 0.31% | 113 |
|