XWM
Xcel Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
93,047
-37,083
| -28% | -$1.6M | 1.15% | 26 |
|
|
2025
Q1 | $5.9M | Sell |
130,130
-37,511
| -22% | -$1.7M | 1.84% | 12 |
|
|
2024
Q4 | $6.7M | Sell |
167,641
-10,867
| -6% | -$435K | 1.86% | 12 |
|
|
2024
Q3 | $8.02M | Buy |
178,508
+127
| +0.1% | +$5.7K | 2.35% | 10 |
|
|
2024
Q2 | $7.36M | Sell |
178,381
-3,306
| -2% | -$136K | 2.3% | 12 |
|
|
2024
Q1 | $7.62M | Buy |
181,687
+3,123
| +2% | +$131K | 2.38% | 11 |
|
|
2023
Q4 | $6.73M | Buy |
178,564
+33,295
| +23% | +$1.26M | 2.36% | 11 |
|
|
2023
Q3 | $4.71M | Sell |
145,269
-24,545
| -14% | -$796K | 1.86% | 16 |
|
|
2023
Q2 | $6.32M | Sell |
169,814
-1,124
| -0.7% | -$41.8K | 2% | 14 |
|
|
2023
Q1 | $6.65M | Sell |
170,938
-4,044
| -2% | -$157K | 2.34% | 13 |
|
|
2022
Q4 | $6.89M | Sell |
174,982
-148,448
| -46% | -$5.85M | 2.72% | 10 |
|
|
2022
Q3 | $12.3M | Buy |
323,430
+12,500
| +4% | +$475K | 4.57% | 4 |
|
|
2022
Q2 | $15.8M | Buy |
310,930
+2,626
| +0.9% | +$133K | 5.75% | 2 |
|
|
2022
Q1 | $15.7M | Buy |
308,304
+45,884
| +17% | +$2.34M | 4.31% | 3 |
|
|
2021
Q4 | $13.6M | Sell |
262,420
-12,859
| -5% | -$668K | 3.51% | 3 |
|
|
2021
Q3 | $14.9M | Buy |
275,279
+117,953
| +75% | +$6.37M | 4.31% | 3 |
|
|
2021
Q2 | $8.82M | Buy |
157,326
+20,399
| +15% | +$1.14M | 2.66% | 9 |
|
|
2021
Q1 | $7.96M | Buy |
136,927
+40,576
| +42% | +$2.36M | 2.84% | 10 |
|
|
2020
Q4 | $5.66M | Sell |
96,351
-2,428
| -2% | -$143K | 2.44% | 11 |
|
|
2020
Q3 | $5.88M | Sell |
98,779
-78
| -0.1% | -$4.64K | 3.02% | 7 |
|
|
2020
Q2 | $5.45M | Buy |
98,857
+842
| +0.9% | +$46.4K | 3.38% | 8 |
|
|
2020
Q1 | $5.27M | Buy |
98,015
+29,520
| +43% | +$1.59M | 4.75% | 3 |
|
|
2019
Q4 | $4.21M | Buy |
68,495
+620
| +0.9% | +$38.1K | 3.49% | 9 |
|
|
2019
Q3 | $4.1M | Buy |
67,875
+12,426
| +22% | +$750K | 3.79% | 8 |
|
|
2019
Q2 | $3.17M | Buy |
55,449
+2,021
| +4% | +$115K | 3.1% | 11 |
|
|
2019
Q1 | $3.16M | Buy |
53,428
+6,527
| +14% | +$386K | 3.26% | 10 |
|
|
2018
Q4 | $2.64M | Buy |
+46,901
| New | +$2.64M | 3.22% | 11 |
|