Gitterman Wealth 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 | $505K | Buy |
+11,681
| New | +$505K | 0.12% | 44 |
|
|
2025
Q1 | – | Sell |
-11,453
| Closed | -$458K | – | 161 |
|
|
2024
Q4 | $458K | Buy |
+11,453
| New | +$458K | 0.19% | 43 |
|
|
2023
Q3 | – | Sell |
-5,927
| Closed | -$220K | – | 106 |
|
|
2023
Q2 | $220K | Sell |
5,927
-1,366
| -19% | -$50.8K | 0.1% | 69 |
|
|
2023
Q1 | $284K | Sell |
7,293
-312
| -4% | -$12.1K | 0.13% | 37 |
|
|
2022
Q4 | $300K | Sell |
7,605
-3,082
| -29% | -$121K | 0.15% | 34 |
|
|
2022
Q3 | $405K | Sell |
10,687
-113
| -1% | -$4.28K | 0.42% | 24 |
|
|
2022
Q2 | $546K | Sell |
10,800
-98
| -0.9% | -$4.95K | 0.51% | 23 |
|
|
2022
Q1 | $555K | Sell |
10,898
-3,518
| -24% | -$179K | 0.45% | 26 |
|
|
2021
Q4 | $749K | Buy |
14,416
+1,527
| +12% | +$79.3K | 0.56% | 23 |
|
|
2021
Q3 | $696K | Sell |
12,889
-46
| -0.4% | -$2.48K | 0.56% | 20 |
|
|
2021
Q2 | $725K | Sell |
12,935
-1,021
| -7% | -$57.2K | 0.59% | 20 |
|
|
2021
Q1 | $812K | Buy |
+13,956
| New | +$812K | 0.52% | 17 |
|