VWM
Venturi Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
37,303
+44
| +0.1% | +$1.9K | 0.08% | 144 |
|
|
2025
Q1 | $1.69M | Buy |
37,259
+640
| +2% | +$29K | 0.09% | 136 |
|
|
2024
Q4 | $1.46M | Buy |
36,619
+2,650
| +8% | +$106K | 0.07% | 162 |
|
|
2024
Q3 | $1.53M | Buy |
33,969
+29,033
| +588% | +$1.3M | 0.08% | 140 |
|
|
2024
Q2 | $204K | Buy |
4,936
+1,886
| +62% | +$77.8K | 0.01% | 406 |
|
|
2024
Q1 | $128K | Sell |
3,050
-29,509
| -91% | -$1.24M | 0.01% | 392 |
|
|
2023
Q4 | $1.23M | Sell |
32,559
-1,062
| -3% | -$40K | 0.09% | 139 |
|
|
2023
Q3 | $1.09M | Buy |
33,621
+436
| +1% | +$14.1K | 0.09% | 141 |
|
|
2023
Q2 | $1.23M | Buy |
33,185
+2,284
| +7% | +$84.9K | 0.1% | 116 |
|
|
2023
Q1 | $1.2M | Sell |
30,901
-2,382
| -7% | -$92.6K | 0.1% | 129 |
|
|
2022
Q4 | $1.31M | Buy |
33,283
+4,163
| +14% | +$164K | 0.12% | 116 |
|
|
2022
Q3 | $1.11M | Sell |
29,120
-8,016
| -22% | -$304K | 0.11% | 118 |
|
|
2022
Q2 | $1.89M | Buy |
37,136
+506
| +1% | +$25.7K | 0.17% | 78 |
|
|
2022
Q1 | $1.87M | Sell |
36,630
-140,002
| -79% | -$7.13M | 0.14% | 84 |
|
|
2021
Q4 | $9.18M | Sell |
176,632
-14,609
| -8% | -$759K | 0.7% | 42 |
|
|
2021
Q3 | $10.3M | Buy |
191,241
+27,046
| +16% | +$1.46M | 0.86% | 27 |
|
|
2021
Q2 | $9.2M | Buy |
164,195
+4,644
| +3% | +$260K | 0.82% | 32 |
|
|
2021
Q1 | $9.28M | Buy |
159,551
+20,173
| +14% | +$1.17M | 0.89% | 29 |
|
|
2020
Q4 | $8.19M | Sell |
139,378
-13,793
| -9% | -$810K | 0.85% | 28 |
|
|
2020
Q3 | $9.11M | Buy |
153,171
+2,938
| +2% | +$175K | 1.06% | 23 |
|
|
2020
Q2 | $8.28M | Sell |
150,233
-3,736
| -2% | -$206K | 1.11% | 22 |
|
|
2020
Q1 | $8.27M | Sell |
153,969
-1,755
| -1% | -$94.3K | 1.41% | 15 |
|
|
2019
Q4 | $9.56M | Buy |
155,724
+1,128
| +0.7% | +$69.3K | 1.16% | 26 |
|
|
2019
Q3 | $9.33M | Buy |
154,596
+4,597
| +3% | +$277K | 1.2% | 25 |
|
|
2019
Q2 | $8.57M | Sell |
149,999
-6,865
| -4% | -$392K | 1.16% | 26 |
|
|
2019
Q1 | $9.27M | Buy |
156,864
+1,655
| +1% | +$97.8K | 1.2% | 22 |
|
|
2018
Q4 | $8.73M | Buy |
155,209
+22,968
| +17% | +$1.29M | 1.41% | 13 |
|
|
2018
Q3 | $7.12M | Buy |
132,241
+2,781
| +2% | +$150K | 1.26% | 27 |
|
|
2018
Q2 | $6.86M | Buy |
129,460
+6,622
| +5% | +$351K | 1.28% | 17 |
|
|
2018
Q1 | $5.87M | Buy |
122,838
+3,568
| +3% | +$171K | 1.13% | 30 |
|
|
2017
Q4 | $6.31M | Buy |
119,270
+8,180
| +7% | +$433K | 1.21% | 24 |
|
|
2017
Q3 | $5.48M | Sell |
111,090
-8,824
| -7% | -$436K | 1.16% | 27 |
|
|
2017
Q2 | $5.36M | Sell |
119,914
-12,665
| -10% | -$566K | 1.22% | 32 |
|
|
2017
Q1 | $6.53M | Buy |
132,579
+14,311
| +12% | +$704K | 1.51% | 23 |
|
|
2016
Q4 | $6.31M | Buy |
118,268
+11,153
| +10% | +$595K | 1.78% | 21 |
|
|
2016
Q3 | $5.57M | Sell |
107,115
-835
| -0.8% | -$43.4K | 1.85% | 20 |
|
|
2016
Q2 | $6.03M | Buy |
107,950
+2,398
| +2% | +$134K | 2.05% | 10 |
|
|
2016
Q1 | $5.71M | Buy |
105,552
+18,000
| +21% | +$973K | 2.13% | 7 |
|
|
2015
Q4 | $4.05M | Buy |
+87,552
| New | +$4.05M | 1.84% | 18 |
|