Financial Gravity Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $99K | Buy |
+2,182
| New | +$99K | 0.02% | 223 |
|
2024
Q2 | $19.4K | Sell |
470
-1,638
| -78% | -$67.6K | ﹤0.01% | 397 |
|
2024
Q1 | $84.5K | Sell |
2,108
-7,668
| -78% | -$307K | 0.01% | 305 |
|
2023
Q4 | $1.6M | Buy |
9,776
+937
| +11% | +$154K | 0.02% | 268 |
|
2023
Q3 | $1.57M | Buy |
8,839
+8,069
| +1,048% | +$1.43M | 0.02% | 252 |
|
2023
Q2 | $6.58K | Buy |
770
+51
| +7% | +$436 | 0.02% | 436 |
|
2023
Q1 | $252 | Buy |
719
+680
| +1,744% | +$238 | 0.01% | 580 |
|
2022
Q4 | $13.8K | Sell |
39
-227
| -85% | -$80.6K | 0.07% | 171 |
|
2022
Q3 | $223 | Sell |
266
-91
| -25% | -$76 | 0.01% | 532 |
|
2022
Q2 | $298 | Sell |
357
-31
| -8% | -$26 | 0.01% | 467 |
|
2022
Q1 | $303 | Sell |
388
-887
| -70% | -$693 | 0.01% | 506 |
|
2021
Q4 | $516 | Buy |
1,275
+593
| +87% | +$240 | 0.01% | 483 |
|
2021
Q3 | $90K | Sell |
682
-2
| -0.3% | -$264 | 0.04% | 383 |
|
2021
Q2 | $94K | Sell |
684
-6
| -0.9% | -$825 | 0.03% | 362 |
|
2021
Q1 | $1.17K | Sell |
690
-3
| -0.4% | -$5 | 0.02% | 277 |
|
2020
Q4 | $41K | Buy |
+693
| New | +$41K | 0.04% | 95 |
|
2020
Q2 | – | Sell |
-3,282
| Closed | -$18.5K | – | 919 |
|
2020
Q1 | $18.5K | Sell |
3,282
-443
| -12% | -$2.5K | 0.06% | 132 |
|
2019
Q4 | $261K | Sell |
3,725
-217
| -6% | -$15.2K | 0.18% | 71 |
|
2019
Q3 | $238K | Buy |
3,942
+169
| +4% | +$10.2K | 0.2% | 100 |
|
2019
Q2 | $216K | Sell |
3,773
-79
| -2% | -$4.52K | 0.18% | 138 |
|
2019
Q1 | $228K | Buy |
+3,852
| New | +$228K | 0.18% | 122 |
|
2018
Q3 | $368K | Buy |
6,501
+4,874
| +300% | +$276K | 0.39% | 40 |
|
2018
Q2 | $85K | Sell |
1,627
-1,056
| -39% | -$55.2K | 0.08% | 235 |
|
2018
Q1 | $128K | Buy |
+2,683
| New | +$128K | 0.13% | 161 |
|