WDG
Wealth Dimensions Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
14,596
+226
| +2% | +$9.78K | 0.14% | 90 |
|
|
2025
Q1 | $652K | Buy |
14,370
+1,823
| +15% | +$82.7K | 0.16% | 79 |
|
|
2024
Q4 | $502K | Sell |
12,547
-158
| -1% | -$6.32K | 0.12% | 91 |
|
|
2024
Q3 | $571K | Buy |
12,705
+149
| +1% | +$6.69K | 0.14% | 77 |
|
|
2024
Q2 | $518K | Buy |
12,556
+49
| +0.4% | +$2.02K | 0.15% | 79 |
|
|
2024
Q1 | $525K | Buy |
12,507
+44
| +0.4% | +$1.85K | 0.16% | 78 |
|
|
2023
Q4 | $470K | Sell |
12,463
-161
| -1% | -$6.07K | 0.15% | 79 |
|
|
2023
Q3 | $409K | Sell |
12,624
-299
| -2% | -$9.69K | 0.15% | 84 |
|
|
2023
Q2 | $481K | Buy |
12,923
+986
| +8% | +$36.7K | 0.18% | 80 |
|
|
2023
Q1 | $464K | Buy |
11,937
+155
| +1% | +$6.03K | 0.18% | 76 |
|
|
2022
Q4 | $464K | Buy |
11,782
+114
| +1% | +$4.49K | 0.19% | 77 |
|
|
2022
Q3 | $443K | Sell |
11,668
-97
| -0.8% | -$3.68K | 0.22% | 65 |
|
|
2022
Q2 | $597K | Hold |
11,765
| – | – | 0.28% | 51 |
|
|
2022
Q1 | $599K | Buy |
11,765
+69
| +0.6% | +$3.51K | 0.28% | 59 |
|
|
2021
Q4 | $608K | Sell |
11,696
-83
| -0.7% | -$4.32K | 0.3% | 59 |
|
|
2021
Q3 | $636K | Buy |
11,779
+629
| +6% | +$34K | 0.41% | 47 |
|
|
2021
Q2 | $625K | Buy |
11,150
+150
| +1% | +$8.41K | 0.42% | 48 |
|
|
2021
Q1 | $640K | Buy |
11,000
+55
| +0.5% | +$3.2K | 0.5% | 39 |
|
|
2020
Q4 | $643K | Buy |
+10,945
| New | +$643K | 0.56% | 33 |
|