Avaii 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
Q4 | – | Sell |
-5,562
| Closed | -$250K | – | 150 |
|
|
2024
Q3 | $250K | Sell |
5,562
-1,092
| -16% | -$49K | 0.13% | 112 |
|
|
2024
Q2 | $274K | Sell |
6,654
-99
| -1% | -$4.08K | 0.15% | 111 |
|
|
2024
Q1 | $283K | Buy |
6,753
+122
| +2% | +$5.12K | 0.17% | 109 |
|
|
2023
Q4 | $250K | Buy |
6,631
+372
| +6% | +$14K | 0.16% | 121 |
|
|
2023
Q3 | $203K | Sell |
6,259
-571
| -8% | -$18.5K | 0.15% | 136 |
|
|
2023
Q2 | $254K | Buy |
6,830
+320
| +5% | +$11.9K | 0.2% | 116 |
|
|
2023
Q1 | $253K | Sell |
6,510
-274
| -4% | -$10.7K | 0.22% | 108 |
|
|
2022
Q4 | $267K | Buy |
+6,784
| New | +$267K | 0.24% | 99 |
|
|
2022
Q3 | – | Sell |
-4,904
| Closed | -$249K | – | 118 |
|
|
2022
Q2 | $249K | Sell |
4,904
-117
| -2% | -$5.94K | 0.27% | 85 |
|
|
2022
Q1 | $256K | Buy |
5,021
+810
| +19% | +$41.3K | 0.24% | 82 |
|
|
2021
Q4 | $219K | Buy |
+4,211
| New | +$219K | 0.22% | 90 |
|