B.O.S.S. Retirement Advisors’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 |
-53,532
| Closed | -$2.4M | – | 290 |
|
2024
Q3 | $2.4M | Buy |
53,532
+3,111
| +6% | +$140K | 0.48% | 59 |
|
2024
Q2 | $2.08M | Buy |
50,421
+596
| +1% | +$24.6K | 0.53% | 56 |
|
2024
Q1 | $1.88M | Sell |
49,825
-7,517
| -13% | -$283K | 0.72% | 53 |
|
2023
Q4 | $2.16M | Sell |
57,342
-6,786
| -11% | -$256K | 0.42% | 72 |
|
2023
Q3 | $2.08M | Sell |
64,128
-4,516
| -7% | -$146K | 0.45% | 71 |
|
2023
Q2 | $2.55M | Buy |
68,644
+18,396
| +37% | +$684K | 0.54% | 45 |
|
2023
Q1 | $1.95M | Buy |
50,248
+5,470
| +12% | +$213K | 0.46% | 79 |
|
2022
Q4 | $1.76M | Buy |
+44,778
| New | +$1.76M | 0.45% | 91 |
|