CIC Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $350K | Buy |
7,786
+950
| +14% | +$42.7K | 0.09% | 121 |
|
|
2024
Q2 | $282K | Sell |
6,836
-118
| -2% | -$4.87K | 0.08% | 128 |
|
|
2024
Q1 | $292K | Sell |
6,954
-1,755
| -20% | -$73.6K | 0.08% | 125 |
|
|
2023
Q4 | $328K | Buy |
8,709
+1,963
| +29% | +$74K | 0.1% | 116 |
|
|
2023
Q3 | $219K | Sell |
6,746
-1,926
| -22% | -$62.4K | 0.08% | 139 |
|
|
2023
Q2 | $323K | Sell |
8,672
-5,378
| -38% | -$200K | 0.11% | 110 |
|
|
2023
Q1 | $546K | Sell |
14,050
-672
| -5% | -$26.1K | 0.21% | 88 |
|
|
2022
Q4 | $580K | Buy |
+14,722
| New | +$580K | 0.24% | 82 |
|