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