Elk River Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-74,638
| Closed | -$2.9M | – | 113 |
|
|
2023
Q1 | $2.9M | Buy |
74,638
+6,964
| +10% | +$271K | 0.66% | 41 |
|
|
2022
Q4 | $2.67M | Sell |
67,674
-12,142
| -15% | -$478K | 0.65% | 40 |
|
|
2022
Q3 | $3.03M | Sell |
79,816
-662
| -0.8% | -$25.1K | 0.8% | 36 |
|
|
2022
Q2 | $4.08M | Buy |
80,478
+3,872
| +5% | +$196K | 1.03% | 30 |
|
|
2022
Q1 | $3.9M | Buy |
76,606
+11,490
| +18% | +$585K | 0.85% | 38 |
|
|
2021
Q4 | $3.38M | Sell |
65,116
-18,210
| -22% | -$946K | 0.77% | 44 |
|
|
2021
Q3 | $4.5M | Sell |
83,326
-764
| -0.9% | -$41.3K | 1.14% | 31 |
|
|
2021
Q2 | $4.71M | Buy |
84,090
+1,322
| +2% | +$74.1K | 1.22% | 27 |
|
|
2021
Q1 | $4.81M | Buy |
82,768
+7,348
| +10% | +$427K | 1.37% | 25 |
|
|
2020
Q4 | $4.43M | Buy |
+75,420
| New | +$4.43M | 1.46% | 22 |
|