Barrett & Company’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
7,610
-42
| -0.5% | -$1.82K | 0.12% | 107 |
|
|
2025
Q1 | $347K | Sell |
7,652
-152
| -2% | -$6.89K | 0.15% | 98 |
|
|
2024
Q4 | $312K | Buy |
7,804
+45
| +0.6% | +$1.8K | 0.13% | 102 |
|
|
2024
Q3 | $348K | Buy |
7,759
+711
| +10% | +$31.9K | 0.15% | 95 |
|
|
2024
Q2 | $291K | Sell |
7,048
-582
| -8% | -$24K | 0.13% | 108 |
|
|
2024
Q1 | $320K | Sell |
7,630
-1,777
| -19% | -$74.6K | 0.15% | 99 |
|
|
2023
Q4 | $355K | Sell |
9,407
-584
| -6% | -$22K | 0.19% | 91 |
|
|
2023
Q3 | $324K | Sell |
9,991
-715
| -7% | -$23.2K | 0.19% | 91 |
|
|
2023
Q2 | $398K | Buy |
10,706
+1,143
| +12% | +$42.5K | 0.23% | 83 |
|
|
2023
Q1 | $372K | Buy |
9,563
+1,325
| +16% | +$51.5K | 0.24% | 83 |
|
|
2022
Q4 | $325K | Hold |
8,238
| – | – | 0.21% | 86 |
|
|
2022
Q3 | $325K | Buy |
+8,238
| New | +$325K | 0.21% | 86 |
|