A detailed history of Smallwood Wealth Investment Management, LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 5,285 shares of VZ stock, worth $224,612. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,285
Previous 6,056 12.73%
Holding current value
$224,612
Previous $249,000 4.82%
% of portfolio
0.17%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$38.89 - $45.0 $29,984 - $34,695
-771 Reduced 12.73%
5,285 $237,000
Q2 2024

Jul 26, 2024

BUY
$38.6 - $42.84 $11,502 - $12,766
298 Added 5.18%
6,056 $249,000
Q1 2024

Apr 24, 2024

BUY
$37.9 - $42.49 $6,026 - $6,755
159 Added 2.84%
5,758 $241,000
Q4 2023

Jan 23, 2024

BUY
$30.67 - $38.65 $171,721 - $216,401
5,599 New
5,599 $211,000
Q2 2023

Jul 17, 2023

SELL
$34.46 - $40.11 $49,656 - $57,798
-1,441 Reduced 20.25%
5,676 $211,000
Q1 2023

Apr 25, 2023

SELL
$36.54 - $42.19 $26,820 - $30,967
-734 Reduced 9.35%
7,117 $276,000
Q4 2022

Feb 14, 2023

SELL
$35.35 - $39.81 $37,188 - $41,880
-1,052 Reduced 11.82%
7,851 $309,000
Q3 2022

Nov 14, 2022

BUY
$37.97 - $51.64 $11,315 - $15,388
298 Added 3.46%
8,903 $338,000
Q2 2022

Aug 08, 2022

BUY
$46.23 - $55.01 $100,920 - $120,086
2,183 Added 33.99%
8,605 $437,000
Q1 2022

Apr 21, 2022

BUY
$50.8 - $55.11 $13,309 - $14,438
262 Added 4.25%
6,422 $327,000
Q4 2021

Apr 05, 2022

BUY
$49.77 - $54.53 $306,583 - $335,904
6,160 New
6,160 $320,000

Others Institutions Holding VZ

About VERIZON COMMUNICATIONS INC


  • Ticker VZ
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 4,199,820,032
  • Market Cap $178B
  • Description
  • Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...
More about VZ
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.