Briaud Financial Planning’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Hold |
1,683
| – | – | 0.03% | 84 |
|
|
2025
Q1 | $76K | Hold |
1,683
| – | – | 0.03% | 67 |
|
|
2024
Q4 | $67K | Hold |
1,683
| – | – | 0.03% | 69 |
|
|
2024
Q3 | $75K | Hold |
1,683
| – | – | 0.04% | 49 |
|
|
2024
Q2 | $69K | Sell |
1,683
-204
| -11% | -$8.36K | 0.04% | 48 |
|
|
2024
Q1 | $80K | Buy |
+1,887
| New | +$80K | 0.05% | 45 |
|
|
2023
Q4 | – | Sell |
-1,925
| Closed | -$62K | – | 164 |
|
|
2023
Q3 | $62K | Buy |
+1,925
| New | +$62K | 0.05% | 51 |
|
|
2020
Q4 | – | Sell |
-3,620
| Closed | -$215K | – | 24 |
|
|
2020
Q3 | $215K | Sell |
3,620
-565
| -14% | -$33.6K | 0.16% | 16 |
|
|
2020
Q2 | $230K | Buy |
+4,185
| New | +$230K | 0.18% | 16 |
|
|
2020
Q1 | – | Sell |
-3,317
| Closed | -$204K | – | 25 |
|
|
2019
Q4 | $204K | Buy |
+3,317
| New | +$204K | 0.21% | 20 |
|