First Wilshire Securities Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,054
| Closed | -$225K | – | 89 |
|
|
2023
Q2 | $225K | Sell |
6,054
-3,900
| -39% | -$145K | 0.08% | 78 |
|
|
2023
Q1 | $387K | Hold |
9,954
| – | – | 0.13% | 61 |
|
|
2022
Q4 | $392K | Sell |
9,954
-379
| -4% | -$14.9K | 0.14% | 60 |
|
|
2022
Q3 | $392K | Buy |
10,333
+547
| +6% | +$20.8K | 0.16% | 54 |
|
|
2022
Q2 | $497K | Buy |
9,786
+121
| +1% | +$6.15K | 0.19% | 48 |
|
|
2022
Q1 | $492K | Buy |
9,665
+3,080
| +47% | +$157K | 0.17% | 47 |
|
|
2021
Q4 | $342K | Buy |
6,585
+189
| +3% | +$9.82K | 0.11% | 65 |
|
|
2021
Q3 | $345K | Buy |
6,396
+391
| +7% | +$21.1K | 0.11% | 68 |
|
|
2021
Q2 | $336K | Buy |
+6,005
| New | +$336K | 0.12% | 63 |
|