Everhart Financial 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 | $896K | Buy |
20,699
+4,351
| +27% | +$188K | 0.1% | 130 |
|
|
2025
Q1 | $742K | Sell |
16,348
-2,505
| -13% | -$114K | 0.1% | 144 |
|
|
2024
Q4 | $754K | Buy |
18,853
+3,211
| +21% | +$128K | 0.16% | 139 |
|
|
2024
Q3 | $702K | Buy |
15,642
+6,067
| +63% | +$272K | 0.16% | 149 |
|
|
2024
Q2 | $395K | Buy |
9,575
+2,357
| +33% | +$97.2K | 0.1% | 192 |
|
|
2024
Q1 | $303K | Buy |
7,218
+1,122
| +18% | +$47.1K | 0.09% | 212 |
|
|
2023
Q4 | $230K | Sell |
6,096
-256
| -4% | -$9.65K | 0.08% | 219 |
|
|
2023
Q3 | $206K | Buy |
6,352
+854
| +16% | +$27.7K | 0.09% | 204 |
|
|
2023
Q2 | $204K | Sell |
5,498
-7,281
| -57% | -$271K | 0.08% | 208 |
|
|
2023
Q1 | $497K | Buy |
12,779
+1,392
| +12% | +$54.1K | 0.22% | 88 |
|
|
2022
Q4 | $449K | Buy |
11,387
+3,796
| +50% | +$150K | 0.23% | 90 |
|
|
2022
Q3 | $288K | Sell |
7,591
-2,611
| -26% | -$99.1K | 0.16% | 132 |
|
|
2022
Q2 | $517K | Buy |
10,202
+1,362
| +15% | +$69K | 0.31% | 72 |
|
|
2022
Q1 | $450K | Buy |
+8,840
| New | +$450K | 0.26% | 82 |
|
|
2021
Q4 | – | Sell |
-6,553
| Closed | -$354K | – | 112 |
|
|
2021
Q3 | $354K | Buy |
6,553
+268
| +4% | +$14.5K | 0.24% | 73 |
|
|
2021
Q2 | $352K | Buy |
6,285
+2,825
| +82% | +$158K | 0.24% | 67 |
|
|
2021
Q1 | $201K | Sell |
3,460
-257
| -7% | -$14.9K | 0.18% | 80 |
|
|
2020
Q4 | $219K | Buy |
+3,717
| New | +$219K | 0.2% | 76 |
|