Elwood & Goetz Wealth Advisory Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
5,553
-84
| -1% | -$3.64K | 0.05% | 104 |
|
|
2025
Q1 | $256K | Sell |
5,637
-1,004
| -15% | -$45.5K | 0.06% | 84 |
|
|
2024
Q4 | $266K | Buy |
6,641
+107
| +2% | +$4.28K | 0.06% | 83 |
|
|
2024
Q3 | $293K | Hold |
6,534
| – | – | 0.07% | 76 |
|
|
2024
Q2 | $269K | Buy |
6,534
+1,500
| +30% | +$61.9K | 0.08% | 61 |
|
|
2024
Q1 | $211K | Buy |
+5,034
| New | +$211K | 0.05% | 84 |
|
|
2022
Q3 | – | Sell |
-4,265
| Closed | -$216K | – | 65 |
|
|
2022
Q2 | $216K | Sell |
4,265
-500
| -10% | -$25.3K | 0.07% | 59 |
|
|
2022
Q1 | $243K | Buy |
4,765
+250
| +6% | +$12.7K | 0.08% | 59 |
|
|
2021
Q4 | $235K | Buy |
4,515
+250
| +6% | +$13K | 0.07% | 54 |
|
|
2021
Q3 | $230K | Hold |
4,265
| – | – | 0.08% | 51 |
|
|
2021
Q2 | $239K | Hold |
4,265
| – | – | 0.09% | 46 |
|
|
2021
Q1 | $248K | Hold |
4,265
| – | – | 0.1% | 41 |
|
|
2020
Q4 | $251K | Hold |
4,265
| – | – | 0.11% | 43 |
|
|
2020
Q3 | $254K | Hold |
4,265
| – | – | 0.14% | 35 |
|
|
2020
Q2 | $235K | Hold |
4,265
| – | – | 0.14% | 34 |
|
|
2020
Q1 | $229K | Hold |
4,265
| – | – | 0.17% | 30 |
|
|
2019
Q4 | $262K | Sell |
4,265
-38
| -0.9% | -$2.33K | 0.19% | 29 |
|
|
2019
Q3 | $260K | Buy |
4,303
+38
| +0.9% | +$2.3K | 0.21% | 30 |
|
|
2019
Q2 | $244K | Hold |
4,265
| – | – | 0.21% | 29 |
|
|
2019
Q1 | $252K | Sell |
4,265
-9
| -0.2% | -$532 | 0.23% | 28 |
|
|
2018
Q4 | $240K | Buy |
+4,274
| New | +$240K | 0.25% | 28 |
|