Curi 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
Q1 | – | Sell |
-15,458
| Closed | -$583K | – | 152 |
|
|
2023
Q4 | $583K | Sell |
15,458
-6,467
| -29% | -$244K | 0.08% | 79 |
|
|
2023
Q3 | $711K | Sell |
21,925
-704
| -3% | -$22.8K | 0.11% | 74 |
|
|
2023
Q2 | $842K | Buy |
22,629
+485
| +2% | +$18K | 0.11% | 78 |
|
|
2023
Q1 | $861K | Sell |
22,144
-9,330
| -30% | -$363K | 0.12% | 80 |
|
|
2022
Q4 | $1.24M | Buy |
31,474
+4,054
| +15% | +$160K | 0.17% | 66 |
|
|
2022
Q3 | $1.04M | Buy |
27,420
+25,410
| +1,264% | +$965K | 0.17% | 65 |
|
|
2022
Q2 | $102K | Buy |
2,010
+548
| +37% | +$27.8K | 0.02% | 172 |
|
|
2022
Q1 | $74K | Buy |
1,462
+84
| +6% | +$4.25K | 0.01% | 183 |
|
|
2021
Q4 | $71K | Buy |
+1,378
| New | +$71K | 0.01% | 166 |
|
|
2021
Q1 | – | Sell |
-693
| Closed | -$40K | – | 486 |
|
|
2020
Q4 | $40K | Buy |
+693
| New | +$40K | 0.03% | 164 |
|