Annis Gardner Whiting Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $472K | Buy |
10,913
+678
| +7% | +$29.3K | 0.16% | 125 |
|
2025
Q1 | $464K | Buy |
10,235
+119
| +1% | +$5.4K | 0.2% | 108 |
|
2024
Q4 | $405K | Buy |
10,116
+804
| +9% | +$32.2K | 0.11% | 148 |
|
2024
Q3 | $418K | Sell |
9,312
-712
| -7% | -$32K | 0.12% | 144 |
|
2024
Q2 | $413K | Buy |
10,024
+1,377
| +16% | +$56.8K | 0.12% | 148 |
|
2024
Q1 | $363K | Buy |
8,647
+1,107
| +15% | +$46.4K | 0.13% | 127 |
|
2023
Q4 | $284K | Buy |
7,540
+2,077
| +38% | +$78.3K | 0.13% | 125 |
|
2023
Q3 | $177K | Buy |
+5,463
| New | +$177K | 0.09% | 148 |
|