Fairhaven 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
Q4 | $308K | Buy |
7,691
+395
| +5% | +$15.8K | 0.1% | 79 |
|
|
2024
Q3 | $328K | Buy |
7,296
+2
| +0% | +$90 | 0.1% | 83 |
|
|
2024
Q2 | $301K | Buy |
7,294
+341
| +5% | +$14.1K | 0.1% | 85 |
|
|
2024
Q1 | $292K | Sell |
6,953
-18
| -0.3% | -$755 | 0.1% | 88 |
|
|
2023
Q4 | $263K | Sell |
6,971
-577
| -8% | -$21.8K | 0.1% | 87 |
|
|
2023
Q3 | $245K | Buy |
7,548
+56
| +0.7% | +$1.82K | 0.1% | 90 |
|
|
2023
Q2 | $279K | Buy |
+7,492
| New | +$279K | 0.11% | 89 |
|
|
2022
Q4 | $333K | Sell |
8,450
-369
| -4% | -$14.5K | 0.14% | 68 |
|
|
2022
Q3 | $335K | Buy |
8,819
+91
| +1% | +$3.46K | 0.15% | 66 |
|
|
2022
Q2 | $443K | Buy |
8,728
+4,017
| +85% | +$204K | 0.21% | 51 |
|
|
2022
Q1 | $240K | Sell |
4,711
-385
| -8% | -$19.6K | 0.1% | 101 |
|
|
2021
Q4 | $265K | Sell |
5,096
-161
| -3% | -$8.37K | 0.1% | 87 |
|
|
2021
Q3 | $284K | Buy |
5,257
+288
| +6% | +$15.6K | 0.12% | 81 |
|
|
2021
Q2 | $278K | Sell |
4,969
-1,183
| -19% | -$66.2K | 0.11% | 88 |
|
|
2021
Q1 | $358K | Sell |
6,152
-5,777
| -48% | -$336K | 0.15% | 74 |
|
|
2020
Q4 | $701K | Buy |
11,929
+44
| +0.4% | +$2.59K | 0.31% | 51 |
|
|
2020
Q3 | $707K | Sell |
11,885
-1,645
| -12% | -$97.9K | 0.42% | 46 |
|
|
2020
Q2 | $746K | Buy |
13,530
+5,992
| +79% | +$330K | 0.49% | 42 |
|
|
2020
Q1 | $405K | Buy |
7,538
+3,681
| +95% | +$198K | 0.37% | 47 |
|
|
2019
Q4 | $237K | Hold |
3,857
| – | – | 0.2% | 65 |
|
|
2019
Q3 | $233K | Buy |
+3,857
| New | +$233K | 0.22% | 63 |
|
|
2019
Q2 | – | Sell |
-3,393
| Closed | -$201K | – | 83 |
|
|
2019
Q1 | $201K | Buy |
+3,393
| New | +$201K | 0.19% | 73 |
|