BetterWealth’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 |
-4,596
| Closed | -$206K | – | 74 |
|
|
2024
Q3 | $206K | Buy |
+4,596
| New | +$206K | 0.06% | 60 |
|
|
2023
Q2 | – | Sell |
-9,058
| Closed | -$352K | – | 47 |
|
|
2023
Q1 | $352K | Buy |
9,058
+46
| +0.5% | +$1.79K | 0.14% | 33 |
|
|
2022
Q4 | $355K | Sell |
9,012
-308
| -3% | -$12.1K | 0.16% | 27 |
|
|
2022
Q3 | $354K | Buy |
9,320
+71
| +0.8% | +$2.7K | 0.18% | 28 |
|
|
2022
Q2 | $469K | Buy |
9,249
+347
| +4% | +$17.6K | 0.23% | 25 |
|
|
2022
Q1 | $453K | Buy |
8,902
+27
| +0.3% | +$1.37K | 0.61% | 18 |
|
|
2021
Q4 | $461K | Buy |
+8,875
| New | +$461K | 0.32% | 22 |
|