WT Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Sell |
43,916
-2,073
| -5% | -$89.7K | 0.56% | 51 |
|
2025
Q1 | $2.09M | Buy |
45,989
+1,924
| +4% | +$87.3K | 0.68% | 41 |
|
2024
Q4 | $1.76M | Buy |
44,065
+2,282
| +5% | +$91.3K | 0.55% | 55 |
|
2024
Q3 | $1.84M | Buy |
41,783
+1,764
| +4% | +$77.6K | 0.59% | 54 |
|
2024
Q2 | $1.65M | Buy |
40,019
+7,726
| +24% | +$319K | 0.56% | 57 |
|
2024
Q1 | $1.36M | Buy |
32,293
+2,096
| +7% | +$88K | 0.48% | 60 |
|
2023
Q4 | $1.14M | Buy |
+30,197
| New | +$1.14M | 0.45% | 64 |
|
2022
Q4 | – | Sell |
-31,527
| Closed | -$1.2M | – | 109 |
|
2022
Q3 | $1.2M | Buy |
31,527
+8,539
| +37% | +$324K | 0.6% | 51 |
|
2022
Q2 | $1.17M | Sell |
22,988
-10,560
| -31% | -$536K | 0.58% | 64 |
|
2022
Q1 | $1.71M | Sell |
33,548
-2,285
| -6% | -$116K | 0.66% | 50 |
|
2021
Q4 | $1.86M | Buy |
35,833
+3,573
| +11% | +$186K | 0.68% | 48 |
|
2021
Q3 | $1.74M | Buy |
32,260
+5,521
| +21% | +$298K | 0.67% | 44 |
|
2021
Q2 | $1.5M | Sell |
26,739
-1,039
| -4% | -$58.2K | 0.61% | 53 |
|
2021
Q1 | $1.62M | Buy |
27,778
+3,392
| +14% | +$197K | 0.75% | 40 |
|
2020
Q4 | $1.43M | Buy |
24,386
+8,472
| +53% | +$497K | 0.78% | 46 |
|
2020
Q3 | $946K | Buy |
15,914
+3,156
| +25% | +$188K | 0.63% | 46 |
|
2020
Q2 | $703K | Buy |
12,758
+2,213
| +21% | +$122K | 0.57% | 45 |
|
2020
Q1 | $566K | Buy |
10,545
+5,274
| +100% | +$283K | 0.6% | 39 |
|
2019
Q4 | $323K | Buy |
5,271
+325
| +7% | +$19.9K | 0.25% | 72 |
|
2019
Q3 | $298K | Buy |
+4,946
| New | +$298K | 0.26% | 66 |
|