Forum Financial Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
68,864
+317
| +0.5% | +$13.7K | 0.05% | 86 |
|
|
2025
Q1 | $3.11M | Sell |
68,547
-5,929
| -8% | -$269K | 0.05% | 79 |
|
|
2024
Q4 | $2.98M | Buy |
74,476
+25,430
| +52% | +$1.02M | 0.05% | 79 |
|
|
2024
Q3 | $2.2M | Buy |
49,046
+7,911
| +19% | +$355K | 0.04% | 93 |
|
|
2024
Q2 | $1.7M | Buy |
41,135
+346
| +0.8% | +$14.3K | 0.03% | 117 |
|
|
2024
Q1 | $1.71M | Buy |
40,789
+21,235
| +109% | +$891K | 0.03% | 129 |
|
|
2023
Q4 | $737K | Sell |
19,554
-33,973
| -63% | -$1.28M | 0.01% | 205 |
|
|
2023
Q3 | $1.73M | Buy |
53,527
+879
| +2% | +$28.5K | 0.04% | 97 |
|
|
2023
Q2 | $1.96M | Buy |
52,648
+1,839
| +4% | +$68.4K | 0.04% | 88 |
|
|
2023
Q1 | $1.98M | Sell |
50,809
-1,043
| -2% | -$40.6K | 0.06% | 78 |
|
|
2022
Q4 | $2.04M | Sell |
51,852
-1,441
| -3% | -$56.8K | 0.07% | 68 |
|
|
2022
Q3 | $2.02M | Buy |
53,293
+20,121
| +61% | +$764K | 0.1% | 60 |
|
|
2022
Q2 | $1.68M | Sell |
33,172
-8,056
| -20% | -$409K | 0.08% | 74 |
|
|
2022
Q1 | $2.1M | Sell |
41,228
-7,743
| -16% | -$394K | 0.1% | 58 |
|
|
2021
Q4 | $2.55M | Buy |
+48,971
| New | +$2.55M | 0.13% | 52 |
|