Benchmark Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,719
| Closed | -$253K | – | 96 |
|
|
2023
Q4 | $253K | Buy |
6,719
+536
| +9% | +$20.2K | 0.23% | 79 |
|
|
2023
Q3 | $200K | Buy |
6,183
+2
| +0% | +$65 | 0.2% | 77 |
|
|
2023
Q2 | $230K | Buy |
6,181
+617
| +11% | +$22.9K | 0.21% | 82 |
|
|
2023
Q1 | $216K | Sell |
5,564
-11,397
| -67% | -$443K | 0.22% | 86 |
|
|
2022
Q4 | $668K | Sell |
16,961
-1,943
| -10% | -$76.6K | 0.71% | 50 |
|
|
2022
Q3 | $718K | Sell |
18,904
-180
| -0.9% | -$6.84K | 0.77% | 44 |
|
|
2022
Q2 | $968K | Buy |
19,084
+1,715
| +10% | +$87K | 1.01% | 35 |
|
|
2022
Q1 | $885K | Sell |
17,369
-2,204
| -11% | -$112K | 0.67% | 42 |
|
|
2021
Q4 | $1.02M | Buy |
+19,573
| New | +$1.02M | 0.84% | 40 |
|