Fermata Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,485
| Closed | -$203K | – | 295 |
|
|
2025
Q1 | $203K | Buy |
+4,485
| New | +$203K | 0.04% | 270 |
|
|
2024
Q4 | – | Sell |
-5,626
| Closed | -$253K | – | 288 |
|
|
2024
Q3 | $253K | Buy |
5,626
+243
| +5% | +$10.9K | 0.05% | 203 |
|
|
2024
Q2 | $222K | Buy |
5,383
+254
| +5% | +$10.5K | 0.05% | 202 |
|
|
2024
Q1 | $215K | Buy |
+5,129
| New | +$215K | 0.05% | 190 |
|
|
2023
Q1 | – | Sell |
-5,675
| Closed | -$224K | – | 138 |
|
|
2022
Q4 | $224K | Sell |
5,675
-207
| -4% | -$8.16K | 0.07% | 124 |
|
|
2022
Q3 | $223K | Sell |
5,882
-10,085
| -63% | -$382K | 0.07% | 123 |
|
|
2022
Q2 | $810K | Buy |
15,967
+6,116
| +62% | +$310K | 0.28% | 81 |
|
|
2022
Q1 | $502K | Sell |
9,851
-1,205
| -11% | -$61.4K | 0.19% | 93 |
|
|
2021
Q4 | $575K | Sell |
11,056
-1,266
| -10% | -$65.8K | 0.21% | 86 |
|
|
2021
Q3 | $665K | Buy |
12,322
+311
| +3% | +$16.8K | 0.29% | 63 |
|
|
2021
Q2 | $673K | Buy |
+12,011
| New | +$673K | 0.39% | 55 |
|