AAF Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,861
| Closed | -$200K | – | 49 |
|
|
2024
Q2 | $200K | Buy |
4,861
+9
| +0.2% | +$371 | 0.1% | 45 |
|
|
2024
Q1 | $204K | Sell |
4,852
-1,169
| -19% | -$49K | 0.11% | 40 |
|
|
2023
Q4 | $227K | Sell |
6,021
-890
| -13% | -$33.6K | 0.13% | 37 |
|
|
2023
Q3 | $224K | Buy |
6,911
+224
| +3% | +$7.26K | 0.14% | 34 |
|
|
2023
Q2 | $249K | Sell |
6,687
-60
| -0.9% | -$2.23K | 0.15% | 34 |
|
|
2023
Q1 | $262K | Buy |
+6,747
| New | +$262K | 0.17% | 33 |
|