WA
WealthTrust Axiom’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
119,007
-3,580
| -3% | -$155K | 1.51% | 16 |
|
|
2025
Q1 | $5.56M | Buy |
122,587
+5,703
| +5% | +$259K | 1.69% | 13 |
|
|
2024
Q4 | $4.67M | Sell |
116,884
-392
| -0.3% | -$15.7K | 1.39% | 19 |
|
|
2024
Q3 | $5.27M | Buy |
117,276
+1,866
| +2% | +$83.8K | 1.56% | 13 |
|
|
2024
Q2 | $4.76M | Sell |
115,410
-2,558
| -2% | -$105K | 1.58% | 13 |
|
|
2024
Q1 | $4.95M | Sell |
117,968
-838
| -0.7% | -$35.2K | 1.59% | 15 |
|
|
2023
Q4 | $4.48M | Buy |
118,806
+2,422
| +2% | +$91.3K | 1.5% | 15 |
|
|
2023
Q3 | $3.77M | Sell |
116,384
-8,832
| -7% | -$286K | 1.36% | 17 |
|
|
2023
Q2 | $4.66M | Buy |
125,216
+2,361
| +2% | +$87.8K | 1.54% | 16 |
|
|
2023
Q1 | $4.78M | Buy |
122,855
+4,189
| +4% | +$163K | 1.63% | 14 |
|
|
2022
Q4 | $4.68M | Sell |
118,666
-1,111
| -0.9% | -$43.8K | 1.63% | 15 |
|
|
2022
Q3 | $4.55M | Buy |
119,777
+21,327
| +22% | +$810K | 1.73% | 13 |
|
|
2022
Q2 | $5M | Buy |
98,450
+2,978
| +3% | +$151K | 1.78% | 12 |
|
|
2022
Q1 | $4.86M | Buy |
95,472
+402
| +0.4% | +$20.5K | 1.52% | 16 |
|
|
2021
Q4 | $4.94M | Buy |
95,070
+10,021
| +12% | +$521K | 1.58% | 15 |
|
|
2021
Q3 | $4.59M | Buy |
85,049
+284
| +0.3% | +$15.3K | 1.55% | 16 |
|
|
2021
Q2 | $4.75M | Buy |
84,765
+530
| +0.6% | +$29.7K | 1.52% | 17 |
|
|
2021
Q1 | $4.9M | Sell |
84,235
-617
| -0.7% | -$35.9K | 1.66% | 15 |
|
|
2020
Q4 | $4.99M | Sell |
84,852
-21
| -0% | -$1.23K | 1.81% | 12 |
|
|
2020
Q3 | $5.05M | Sell |
84,873
-2,140
| -2% | -$127K | 2.18% | 10 |
|
|
2020
Q2 | $4.8M | Buy |
87,013
+5,589
| +7% | +$308K | 2.11% | 12 |
|
|
2020
Q1 | $4.37M | Sell |
81,424
-964
| -1% | -$51.8K | 2.15% | 10 |
|
|
2019
Q4 | $5.06M | Sell |
82,388
-2,661
| -3% | -$163K | 1.69% | 16 |
|
|
2019
Q3 | $5.13M | Sell |
85,049
-893
| -1% | -$53.9K | 1.81% | 12 |
|
|
2019
Q2 | $4.91M | Sell |
85,942
-137
| -0.2% | -$7.83K | 1.71% | 17 |
|
|
2019
Q1 | $5.09M | Sell |
86,079
-516
| -0.6% | -$30.5K | 1.81% | 11 |
|
|
2018
Q4 | $4.87M | Sell |
86,595
-175
| -0.2% | -$9.84K | 1.99% | 10 |
|
|
2018
Q3 | $4.63M | Sell |
86,770
-506
| -0.6% | -$27K | 1.56% | 15 |
|
|
2018
Q2 | $4.39M | Sell |
87,276
-279
| -0.3% | -$14K | 1.55% | 17 |
|
|
2018
Q1 | $4.19M | Buy |
87,555
+10,046
| +13% | +$480K | 1.53% | 18 |
|
|
2017
Q4 | $4.1M | Sell |
77,509
-1,279
| -2% | -$67.7K | 1.53% | 18 |
|
|
2017
Q3 | $3.9M | Sell |
78,788
-945
| -1% | -$46.8K | 1.48% | 19 |
|
|
2017
Q2 | $3.56M | Sell |
79,733
-597
| -0.7% | -$26.7K | 1.34% | 20 |
|
|
2017
Q1 | $3.92M | Buy |
80,330
+5,634
| +8% | +$275K | 1.43% | 19 |
|
|
2016
Q4 | $3.99M | Buy |
74,696
+671
| +0.9% | +$35.8K | 1.45% | 19 |
|
|
2016
Q3 | $3.85M | Buy |
74,025
+216
| +0.3% | +$11.2K | 1.44% | 19 |
|
|
2016
Q2 | $4.12M | Sell |
73,809
-4,695
| -6% | -$262K | 1.58% | 15 |
|
|
2016
Q1 | $4.25M | Sell |
78,504
-4,968
| -6% | -$269K | 1.68% | 16 |
|
|
2015
Q4 | $3.86M | Sell |
83,472
-2,359
| -3% | -$109K | 1.53% | 15 |
|
|
2015
Q3 | $3.73M | Sell |
85,831
-1,060
| -1% | -$46.1K | 1.55% | 19 |
|
|
2015
Q2 | $4.05M | Sell |
86,891
-3,005
| -3% | -$140K | 1.5% | 16 |
|
|
2015
Q1 | $4.37M | Sell |
89,896
-2,914
| -3% | -$142K | 1.56% | 18 |
|
|
2014
Q4 | $4.34M | Sell |
92,810
-2,947
| -3% | -$138K | 1.55% | 18 |
|
|
2014
Q3 | $4.79M | Sell |
95,757
-235
| -0.2% | -$11.7K | 1.7% | 15 |
|
|
2014
Q2 | $4.7M | Buy |
95,992
+2,482
| +3% | +$121K | 1.59% | 19 |
|
|
2014
Q1 | $4.45M | Buy |
93,510
+2,908
| +3% | +$138K | 1.6% | 21 |
|
|
2013
Q4 | $4.45M | Buy |
90,602
+3,699
| +4% | +$182K | 1.71% | 16 |
|
|
2013
Q3 | $4.06M | Sell |
86,903
-1,141
| -1% | -$53.3K | 1.67% | 19 |
|
|
2013
Q2 | $4.43M | Buy |
+88,044
| New | +$4.43M | 1.9% | 13 |
|