Wealth Management Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
42,728
+460
| +1% | +$19.9K | 0.72% | 34 |
|
|
2025
Q1 | $1.92M | Sell |
42,268
-3,966
| -9% | -$180K | 0.82% | 27 |
|
|
2024
Q4 | $1.85M | Sell |
46,234
-284
| -0.6% | -$11.4K | 0.79% | 31 |
|
|
2024
Q3 | $2.09M | Buy |
46,518
+50
| +0.1% | +$2.25K | 0.92% | 24 |
|
|
2024
Q2 | $1.92M | Hold |
46,468
| – | – | 0.9% | 25 |
|
|
2024
Q1 | $1.92M | Buy |
46,468
+793
| +2% | +$32.7K | 0.9% | 25 |
|
|
2023
Q4 | $1.72M | Sell |
45,675
-574
| -1% | -$21.6K | 0.91% | 24 |
|
|
2023
Q3 | $1.5M | Sell |
46,249
-7,410
| -14% | -$240K | 0.88% | 25 |
|
|
2023
Q2 | $2M | Buy |
53,659
+162
| +0.3% | +$6.03K | 1.13% | 19 |
|
|
2023
Q1 | $2.08M | Sell |
53,497
-516
| -1% | -$20.1K | 1.28% | 16 |
|
|
2022
Q4 | $2.13M | Sell |
54,013
-1,114
| -2% | -$43.9K | 1.42% | 14 |
|
|
2022
Q3 | $2.09M | Buy |
55,127
+32
| +0.1% | +$1.22K | 1.47% | 14 |
|
|
2022
Q2 | $2.8M | Sell |
55,095
-1,527
| -3% | -$77.5K | 1.91% | 12 |
|
|
2022
Q1 | $2.88M | Buy |
56,622
+683
| +1% | +$34.8K | 1.64% | 12 |
|
|
2021
Q4 | $2.91M | Buy |
55,939
+3,485
| +7% | +$181K | 1.56% | 11 |
|
|
2021
Q3 | $2.83M | Sell |
52,454
-4,575
| -8% | -$247K | 1.66% | 12 |
|
|
2021
Q2 | $3.2M | Buy |
57,029
+1,768
| +3% | +$99.1K | 1.81% | 11 |
|
|
2021
Q1 | $3.21M | Sell |
55,261
-4,390
| -7% | -$255K | 2.04% | 11 |
|
|
2020
Q4 | $3.5M | Sell |
59,651
-115
| -0.2% | -$6.76K | 2.3% | 9 |
|
|
2020
Q3 | $3.56M | Buy |
59,766
+7,880
| +15% | +$469K | 2.75% | 9 |
|
|
2020
Q2 | $2.86M | Buy |
51,886
+6,425
| +14% | +$354K | 2.41% | 10 |
|
|
2020
Q1 | $2.44M | Sell |
45,461
-7,525
| -14% | -$404K | 2.47% | 11 |
|
|
2019
Q4 | $3.25M | Buy |
52,986
+7,406
| +16% | +$455K | 2.33% | 10 |
|
|
2019
Q3 | $2.75M | Buy |
45,580
+6,616
| +17% | +$399K | 2.21% | 11 |
|
|
2019
Q2 | $2.23M | Buy |
38,964
+2,708
| +7% | +$155K | 2.22% | 14 |
|
|
2019
Q1 | $2.14M | Buy |
36,256
+8,056
| +29% | +$476K | 2.34% | 13 |
|
|
2018
Q4 | $1.59M | Buy |
+28,200
| New | +$1.59M | 2.13% | 14 |
|