Fountainhead AM’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
6,596
+1,442
| +28% | +$62.4K | 0.04% | 160 |
|
|
2025
Q1 | $234K | Buy |
+5,154
| New | +$234K | 0.04% | 160 |
|
|
2023
Q2 | – | Sell |
-5,408
| Closed | -$210K | – | 88 |
|
|
2023
Q1 | $210K | Buy |
5,408
+21
| +0.4% | +$817 | 0.08% | 73 |
|
|
2022
Q4 | $212K | Buy |
5,387
+76
| +1% | +$2.99K | 0.1% | 66 |
|
|
2022
Q3 | $202K | Buy |
5,311
+65
| +1% | +$2.47K | 0.1% | 69 |
|
|
2022
Q2 | $266K | Buy |
5,246
+152
| +3% | +$7.71K | 0.14% | 53 |
|
|
2022
Q1 | $259K | Sell |
5,094
-704
| -12% | -$35.8K | 0.12% | 57 |
|
|
2021
Q4 | $301K | Sell |
5,798
-1,176
| -17% | -$61.1K | 0.13% | 56 |
|
|
2021
Q3 | $377K | Buy |
6,974
+789
| +13% | +$42.7K | 0.18% | 42 |
|
|
2021
Q2 | $360K | Hold |
6,185
| – | – | 0.19% | 40 |
|
|
2021
Q1 | $360K | Buy |
6,185
+414
| +7% | +$24.1K | 0.19% | 40 |
|
|
2020
Q4 | $339K | Buy |
+5,771
| New | +$339K | 0.21% | 38 |
|