Wealth Management Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
12,177
+982
| +9% | +$42K | 0.18% | 89 |
|
|
2025
Q1 | $508K | Buy |
11,195
+529
| +5% | +$24K | 0.24% | 79 |
|
|
2024
Q4 | $427K | Buy |
10,666
+1,040
| +11% | +$41.6K | 0.18% | 83 |
|
|
2024
Q3 | $432K | Sell |
9,626
-119
| -1% | -$5.34K | 0.2% | 78 |
|
|
2024
Q2 | $402K | Sell |
9,745
-1,924
| -16% | -$79.3K | 0.2% | 76 |
|
|
2024
Q1 | $490K | Sell |
11,669
-1,009
| -8% | -$42.3K | 0.25% | 70 |
|
|
2023
Q4 | $478K | Sell |
12,678
-995
| -7% | -$37.5K | 0.27% | 68 |
|
|
2023
Q3 | $443K | Buy |
13,673
+270
| +2% | +$8.75K | 0.28% | 69 |
|
|
2023
Q2 | $498K | Sell |
13,403
-2,137
| -14% | -$79.5K | 0.31% | 63 |
|
|
2023
Q1 | $604K | Sell |
15,540
-460
| -3% | -$17.9K | 0.42% | 50 |
|
|
2022
Q4 | $629K | Sell |
16,000
-6,000
| -27% | -$236K | 0.52% | 45 |
|
|
2022
Q3 | $793K | Hold |
22,000
| – | – | 0.7% | 37 |
|
|
2022
Q2 | $1.11M | Hold |
22,000
| – | – | 0.97% | 24 |
|
|
2022
Q1 | $1.15M | Sell |
22,000
-1,000
| -4% | -$52K | 0.82% | 28 |
|
|
2021
Q4 | $1.19M | Sell |
23,000
-1,815
| -7% | -$94.2K | 0.82% | 26 |
|
|
2021
Q3 | $1.34M | Sell |
24,815
-4,120
| -14% | -$222K | 0.99% | 23 |
|
|
2021
Q2 | $1.62M | Buy |
28,935
+3,596
| +14% | +$201K | 1.13% | 21 |
|
|
2021
Q1 | $1.5M | Sell |
25,339
-232
| -0.9% | -$13.7K | 1.12% | 22 |
|
|
2020
Q4 | $1.45M | Buy |
+25,571
| New | +$1.45M | 1.13% | 19 |
|