Clay Northam Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
5,289
| – | – | 0.15% | 78 |
|
|
2025
Q1 | $240K | Hold |
5,289
| – | – | 0.17% | 75 |
|
|
2024
Q4 | $212K | Buy |
5,289
+47
| +0.9% | +$1.88K | 0.14% | 86 |
|
|
2024
Q3 | $235K | Hold |
5,242
| – | – | 0.16% | 80 |
|
|
2024
Q2 | $216K | Sell |
5,242
-60
| -1% | -$2.47K | 0.16% | 78 |
|
|
2024
Q1 | $222K | Buy |
+5,302
| New | +$222K | 0.18% | 82 |
|
|
2023
Q2 | – | Sell |
-5,375
| Closed | -$209K | – | 82 |
|
|
2023
Q1 | $209K | Buy |
5,375
+13
| +0.2% | +$506 | 0.22% | 75 |
|
|
2022
Q4 | $211K | Sell |
5,362
-110
| -2% | -$4.33K | 0.24% | 69 |
|
|
2022
Q3 | $208K | Sell |
5,472
-21
| -0.4% | -$798 | 0.26% | 73 |
|
|
2022
Q2 | $279K | Sell |
5,493
-14
| -0.3% | -$711 | 0.35% | 56 |
|
|
2022
Q1 | $281K | Sell |
5,507
-467
| -8% | -$23.8K | 0.28% | 65 |
|
|
2021
Q4 | $310K | Buy |
+5,974
| New | +$310K | 0.29% | 65 |
|