Core Wealth Advisors’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 |
-617
| Closed | -$25.9K | – | 236 |
|
|
2024
Q1 | $25.9K | Hold |
617
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $23.3K | Buy |
617
+500
| +427% | +$18.9K | 0.01% | 131 |
|
|
2023
Q3 | $3.79K | Sell |
117
-476
| -80% | -$15.4K | ﹤0.01% | 204 |
|
|
2023
Q2 | $22.1K | Sell |
593
-4,627
| -89% | -$172K | 0.01% | 108 |
|
|
2023
Q1 | $203K | Buy |
5,220
+878
| +20% | +$34.1K | 0.08% | 46 |
|
|
2022
Q4 | $171K | Buy |
4,342
+1,593
| +58% | +$62.8K | 0.07% | 43 |
|
|
2022
Q3 | $104K | Buy |
2,749
+2,233
| +433% | +$84.5K | 0.06% | 48 |
|
|
2022
Q2 | $26K | Hold |
516
| – | – | 0.02% | 94 |
|
|
2022
Q1 | $26K | Sell |
516
-500
| -49% | -$25.2K | 0.01% | 105 |
|
|
2021
Q4 | $53K | Buy |
1,016
+500
| +97% | +$26.1K | 0.03% | 86 |
|
|
2021
Q3 | $28K | Sell |
516
-130
| -20% | -$7.05K | 0.02% | 101 |
|
|
2021
Q2 | $36K | Buy |
646
+110
| +21% | +$6.13K | 0.02% | 82 |
|
|
2021
Q1 | $31K | Sell |
536
-46
| -8% | -$2.66K | 0.03% | 78 |
|
|
2020
Q4 | $34K | Sell |
582
-2,601
| -82% | -$152K | 0.03% | 71 |
|
|
2020
Q3 | $189K | Buy |
3,183
+145
| +5% | +$8.61K | 0.18% | 34 |
|
|
2020
Q2 | $167K | Hold |
3,038
| – | – | 0.15% | 36 |
|
|
2020
Q1 | $163K | Buy |
3,038
+2,283
| +302% | +$122K | 0.12% | 38 |
|
|
2019
Q4 | $46K | Buy |
+755
| New | +$46K | 0.03% | 55 |
|