Freedman Financial Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-23,587
| Closed | -$1.24M | – | 453 |
|
2022
Q1 | $1.24M | Hold |
23,587
| – | – | 0.85% | 18 |
|
2021
Q4 | $1.23M | Sell |
23,587
-885
| -4% | -$46K | 0.84% | 18 |
|
2021
Q3 | $1.32M | Buy |
24,472
+454
| +2% | +$24.5K | 0.97% | 14 |
|
2021
Q2 | $1.35M | Buy |
24,018
+75
| +0.3% | +$4.2K | 1.01% | 14 |
|
2021
Q1 | $1.39M | Buy |
23,943
+6,932
| +41% | +$403K | 1.15% | 13 |
|
2020
Q4 | $999K | Buy |
+17,011
| New | +$999K | 0.9% | 17 |
|