Birchcreek 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
Q2 | – | Sell |
-5,642
| Closed | -$237K | – | 176 |
|
|
2024
Q1 | $237K | Sell |
5,642
-23
| -0.4% | -$965 | 0.12% | 134 |
|
|
2023
Q4 | $214K | Buy |
+5,665
| New | +$214K | 0.13% | 127 |
|
|
2023
Q2 | – | Sell |
-5,154
| Closed | -$200K | – | 143 |
|
|
2023
Q1 | $200K | Sell |
5,154
-1,867
| -27% | -$72.6K | 0.16% | 128 |
|
|
2022
Q4 | $277K | Buy |
7,021
+147
| +2% | +$5.79K | 0.25% | 102 |
|
|
2022
Q3 | $261K | Buy |
6,874
+241
| +4% | +$9.15K | 0.24% | 96 |
|
|
2022
Q2 | $337K | Sell |
6,633
-124
| -2% | -$6.3K | 0.3% | 75 |
|
|
2022
Q1 | $344K | Buy |
6,757
+158
| +2% | +$8.04K | 0.3% | 75 |
|
|
2021
Q4 | $343K | Sell |
6,599
-695
| -10% | -$36.1K | 0.3% | 77 |
|
|
2021
Q3 | $394K | Buy |
7,294
+260
| +4% | +$14K | 0.37% | 66 |
|
|
2021
Q2 | $394K | Buy |
7,034
+878
| +14% | +$49.2K | 0.38% | 60 |
|
|
2021
Q1 | $358K | Sell |
6,156
-827
| -12% | -$48.1K | 0.38% | 65 |
|
|
2020
Q4 | $410K | Buy |
+6,983
| New | +$410K | 0.4% | 59 |
|