W
Wealthquest’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
5,312
+378
| +8% | +$16.4K | 0.02% | 125 |
|
|
2025
Q1 | $224K | Buy |
+4,934
| New | +$224K | 0.02% | 123 |
|
|
2024
Q4 | – | Sell |
-4,908
| Closed | -$222K | – | 135 |
|
|
2024
Q3 | $222K | Sell |
4,908
-5,958
| -55% | -$269K | 0.02% | 119 |
|
|
2024
Q2 | $448K | Sell |
10,866
-1,911
| -15% | -$78.8K | 0.05% | 77 |
|
|
2024
Q1 | $536K | Sell |
12,777
-623
| -5% | -$26.1K | 0.06% | 69 |
|
|
2023
Q4 | $505K | Sell |
13,400
-1,144
| -8% | -$43.1K | 0.06% | 75 |
|
|
2023
Q3 | $471K | Buy |
14,544
+6,342
| +77% | +$206K | 0.06% | 77 |
|
|
2023
Q2 | $305K | Buy |
+8,202
| New | +$305K | 0.04% | 96 |
|
|
2022
Q2 | – | Sell |
-4,939
| Closed | -$256K | – | 148 |
|
|
2022
Q1 | $256K | Hold |
4,939
| – | – | 0.04% | 123 |
|
|
2021
Q4 | $256K | Hold |
4,939
| – | – | 0.04% | 123 |
|
|
2021
Q3 | $266K | Buy |
4,939
+695
| +16% | +$37.4K | 0.04% | 111 |
|
|
2021
Q2 | $237K | Sell |
4,244
-10
| -0.2% | -$558 | 0.04% | 126 |
|
|
2021
Q1 | $247K | Sell |
4,254
-413
| -9% | -$24K | 0.05% | 120 |
|
|
2020
Q4 | $274K | Buy |
4,667
+655
| +16% | +$38.5K | 0.06% | 105 |
|
|
2020
Q3 | $238K | Sell |
4,012
-449
| -10% | -$26.6K | 0.06% | 97 |
|
|
2020
Q2 | $221K | Buy |
+4,461
| New | +$221K | 0.06% | 98 |
|
|
2019
Q4 | $281K | Buy |
4,582
+383
| +9% | +$23.5K | 0.08% | 108 |
|
|
2019
Q3 | $253K | Sell |
4,199
-1,547
| -27% | -$93.2K | 0.08% | 112 |
|
|
2019
Q2 | $328K | Hold |
5,746
| – | – | 0.12% | 96 |
|
|
2019
Q1 | $339K | Sell |
5,746
-38
| -0.7% | -$2.24K | 0.13% | 89 |
|
|
2018
Q4 | $325K | Buy |
+5,784
| New | +$325K | 0.13% | 93 |
|
|
2015
Q3 | $255K | Sell |
5,860
-2,522
| -30% | -$110K | 0.46% | 33 |
|
|
2015
Q2 | $391K | Hold |
8,382
| – | – | 0.57% | 23 |
|
|
2015
Q1 | $408K | Hold |
8,382
| – | – | 0.59% | 22 |
|
|
2014
Q4 | $392K | Buy |
+8,382
| New | +$392K | 0.4% | 25 |
|