Centric 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
Q4 | – | Sell |
-5,754
| Closed | -$237K | – | 189 |
|
|
2024
Q3 | $237K | Buy |
+5,754
| New | +$237K | 0.06% | 157 |
|
|
2022
Q3 | – | Sell |
-5,384
| Closed | -$273K | – | 140 |
|
|
2022
Q2 | $273K | Sell |
5,384
-351
| -6% | -$17.8K | 0.1% | 111 |
|
|
2022
Q1 | $292K | Sell |
5,735
-523
| -8% | -$26.6K | 0.09% | 126 |
|
|
2021
Q4 | $325K | Sell |
6,258
-27,103
| -81% | -$1.41M | 0.11% | 116 |
|
|
2021
Q3 | $1.8M | Buy |
33,361
+551
| +2% | +$29.8K | 0.66% | 33 |
|
|
2021
Q2 | $1.84M | Sell |
32,810
-758
| -2% | -$42.5K | 0.64% | 34 |
|
|
2021
Q1 | $1.95M | Sell |
33,568
-498
| -1% | -$29K | 0.56% | 48 |
|
|
2020
Q4 | $2M | Buy |
34,066
+15,080
| +79% | +$886K | 0.62% | 41 |
|
|
2020
Q3 | $1.12M | Sell |
18,986
-6,901
| -27% | -$406K | 0.84% | 30 |
|
|
2020
Q2 | $1.43M | Buy |
25,887
+6,901
| +36% | +$380K | 0.75% | 34 |
|
|
2020
Q1 | $1.12M | Sell |
18,986
-1,686
| -8% | -$99.3K | 0.84% | 30 |
|
|
2019
Q4 | $1.27M | Buy |
20,672
+1,686
| +9% | +$103K | 1.01% | 22 |
|
|
2019
Q3 | $1.12M | Buy |
18,986
+834
| +5% | +$49.1K | 0.84% | 30 |
|
|
2019
Q2 | $1.04M | Buy |
18,152
+706
| +4% | +$40.3K | 0.9% | 29 |
|
|
2019
Q1 | $1.03M | Sell |
17,446
-5,052
| -22% | -$299K | 0.95% | 27 |
|
|
2018
Q4 | $1.27M | Buy |
+22,498
| New | +$1.27M | 1.11% | 15 |
|