FirstPurpose Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $775K | Sell |
19,124
-78
| -0.4% | -$3.16K | 0.28% | 68 |
|
|
2023
Q4 | $724K | Buy |
19,202
+717
| +4% | +$27K | 0.28% | 67 |
|
|
2023
Q3 | $599K | Buy |
18,485
+2,358
| +15% | +$76.4K | 0.26% | 70 |
|
|
2023
Q2 | $600K | Buy |
16,127
+1,041
| +7% | +$38.7K | 0.26% | 70 |
|
|
2023
Q1 | $587K | Buy |
15,086
+2,946
| +24% | +$115K | 0.29% | 62 |
|
|
2022
Q4 | $478K | Sell |
12,140
-4,205
| -26% | -$166K | 0.27% | 72 |
|
|
2022
Q3 | $621K | Buy |
16,345
+1,518
| +10% | +$57.7K | 0.41% | 48 |
|
|
2022
Q2 | $752K | Buy |
14,827
+1,169
| +9% | +$59.3K | 0.51% | 37 |
|
|
2022
Q1 | $696K | Buy |
13,658
+1,860
| +16% | +$94.8K | 0.54% | 40 |
|
|
2021
Q4 | $613K | Buy |
+11,798
| New | +$613K | 0.39% | 48 |
|