WCM
Windsor Capital Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,090
| Closed | -$204K | – | 121 |
|
|
2024
Q4 | $204K | Sell |
5,090
-424
| -8% | -$17K | 0.06% | 117 |
|
|
2024
Q3 | $248K | Buy |
+5,514
| New | +$248K | 0.07% | 108 |
|
|
2023
Q2 | – | Sell |
-5,566
| Closed | -$216K | – | 114 |
|
|
2023
Q1 | $216K | Buy |
5,566
+6
| +0.1% | +$233 | 0.07% | 109 |
|
|
2022
Q4 | $219K | Sell |
5,560
-1,267
| -19% | -$49.9K | 0.08% | 108 |
|
|
2022
Q3 | $259K | Buy |
6,827
+5
| +0.1% | +$190 | 0.1% | 96 |
|
|
2022
Q2 | $346K | Buy |
6,822
+5
| +0.1% | +$254 | 0.12% | 93 |
|
|
2022
Q1 | $347K | Sell |
6,817
-148
| -2% | -$7.53K | 0.11% | 91 |
|
|
2021
Q4 | $361K | Buy |
6,965
+5
| +0.1% | +$259 | 0.11% | 91 |
|
|
2021
Q3 | $375K | Buy |
6,960
+64
| +0.9% | +$3.45K | 0.12% | 88 |
|
|
2021
Q2 | $386K | Buy |
6,896
+4
| +0.1% | +$224 | 0.13% | 91 |
|
|
2021
Q1 | $400K | Buy |
6,892
+302
| +5% | +$17.5K | 0.14% | 87 |
|
|
2020
Q4 | $387K | Sell |
6,590
-1,537
| -19% | -$90.3K | 0.14% | 89 |
|
|
2020
Q3 | $483K | Sell |
8,127
-275
| -3% | -$16.3K | 0.2% | 81 |
|
|
2020
Q2 | $463K | Sell |
8,402
-79
| -0.9% | -$4.35K | 0.2% | 81 |
|
|
2020
Q1 | $455K | Sell |
8,481
-3,073
| -27% | -$165K | 0.23% | 75 |
|
|
2019
Q4 | $709K | Buy |
11,554
+571
| +5% | +$35K | 0.3% | 67 |
|
|
2019
Q3 | $662K | Buy |
10,983
+2,447
| +29% | +$147K | 0.3% | 72 |
|
|
2019
Q2 | $487K | Buy |
8,536
+496
| +6% | +$28.3K | 0.22% | 81 |
|
|
2019
Q1 | $475K | Sell |
8,040
-615
| -7% | -$36.3K | 0.22% | 84 |
|
|
2018
Q4 | $486K | Buy |
8,655
+402
| +5% | +$22.6K | 0.25% | 81 |
|
|
2018
Q3 | $440K | Buy |
8,253
+997
| +14% | +$53.2K | 0.2% | 89 |
|
|
2018
Q2 | $365K | Sell |
7,256
-1,222
| -14% | -$61.5K | 0.17% | 93 |
|
|
2018
Q1 | $405K | Sell |
8,478
-1,221
| -13% | -$58.3K | 0.19% | 90 |
|
|
2017
Q4 | $513K | Sell |
9,699
-747
| -7% | -$39.5K | 0.24% | 82 |
|
|
2017
Q3 | $466K | Hold |
10,446
| – | – | 0.24% | 83 |
|
|
2017
Q2 | $466K | Buy |
10,446
+902
| +9% | +$40.2K | 0.23% | 85 |
|
|
2017
Q1 | $465K | Sell |
9,544
-3,360
| -26% | -$164K | 0.24% | 80 |
|
|
2016
Q4 | $688K | Sell |
12,904
-252
| -2% | -$13.4K | 0.37% | 58 |
|
|
2016
Q3 | $683K | Buy |
13,156
+22
| +0.2% | +$1.14K | 0.37% | 57 |
|
|
2016
Q2 | $733K | Buy |
13,134
+1,195
| +10% | +$66.7K | 0.43% | 53 |
|
|
2016
Q1 | $645K | Sell |
11,939
-1,904
| -14% | -$103K | 0.4% | 62 |
|
|
2015
Q4 | $639K | Buy |
13,843
+926
| +7% | +$42.7K | 0.4% | 60 |
|
|
2015
Q3 | $562K | Buy |
12,917
+429
| +3% | +$18.7K | 0.33% | 61 |
|
|
2015
Q2 | $582K | Buy |
12,488
+2,168
| +21% | +$101K | 0.34% | 60 |
|
|
2015
Q1 | $502K | Buy |
10,320
+935
| +10% | +$45.5K | 0.29% | 62 |
|
|
2014
Q4 | $439K | Buy |
9,385
+218
| +2% | +$10.2K | 0.25% | 62 |
|
|
2014
Q3 | $458K | Buy |
9,167
+1,757
| +24% | +$87.8K | 0.26% | 55 |
|
|
2014
Q2 | $363K | Sell |
7,410
-210
| -3% | -$10.3K | 0.2% | 67 |
|
|
2014
Q1 | $363K | Sell |
7,620
-766
| -9% | -$36.5K | 0.22% | 63 |
|
|
2013
Q4 | $412K | Sell |
8,386
-1,067
| -11% | -$52.4K | 0.24% | 57 |
|
|
2013
Q3 | $441K | Buy |
9,453
+1,097
| +13% | +$51.2K | 0.26% | 53 |
|
|
2013
Q2 | $421K | Buy |
+8,356
| New | +$421K | 0.25% | 55 |
|