Global Financial Private Client’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $458K | Buy |
10,574
+9,006
| +574% | +$390K | 0.17% | 141 |
|
2025
Q1 | $71.1K | Buy |
1,568
+188
| +14% | +$8.53K | 0.03% | 299 |
|
2024
Q4 | $55.2K | Buy |
1,380
+72
| +6% | +$2.88K | 0.02% | 319 |
|
2024
Q3 | $58.7K | Buy |
1,308
+757
| +137% | +$34K | 0.02% | 312 |
|
2024
Q2 | $22.7K | Hold |
551
| – | – | 0.01% | 373 |
|
2024
Q1 | $23.3K | Sell |
551
-400
| -42% | -$16.9K | 0.01% | 382 |
|
2023
Q4 | $35.9K | Sell |
951
-684
| -42% | -$25.8K | 0.02% | 325 |
|
2023
Q3 | $51.9K | Sell |
1,635
-781
| -32% | -$24.8K | 0.03% | 283 |
|
2023
Q2 | $90.1K | Sell |
2,416
-410
| -15% | -$15.3K | 0.04% | 232 |
|
2023
Q1 | $111K | Buy |
2,826
+800
| +39% | +$31.4K | 0.06% | 198 |
|
2022
Q4 | $79.8K | Sell |
2,026
-6,600
| -77% | -$260K | 0.04% | 222 |
|
2022
Q3 | $338K | Buy |
8,626
+1,984
| +30% | +$77.7K | 0.19% | 108 |
|
2022
Q2 | $343K | Sell |
6,642
-33
| -0.5% | -$1.7K | 0.19% | 106 |
|
2022
Q1 | $348K | Hold |
6,675
| – | – | 0.17% | 115 |
|
2021
Q4 | $347K | Buy |
6,675
+983
| +17% | +$51.1K | 0.17% | 114 |
|
2021
Q3 | $309K | Hold |
5,692
| – | – | 0.16% | 113 |
|
2021
Q2 | $320K | Sell |
5,692
-129
| -2% | -$7.26K | 0.18% | 108 |
|
2021
Q1 | $339K | Hold |
5,821
| – | – | 0.24% | 88 |
|
2020
Q4 | $342K | Buy |
5,821
+52
| +0.9% | +$3.06K | 0.27% | 76 |
|
2020
Q3 | $343K | Sell |
5,769
-986
| -15% | -$58.6K | 0.3% | 69 |
|
2020
Q2 | $369K | Sell |
6,755
-759
| -10% | -$41.5K | 0.32% | 69 |
|
2020
Q1 | $398K | Sell |
7,514
-215
| -3% | -$11.4K | 0.42% | 60 |
|
2019
Q4 | $475K | Buy |
+7,729
| New | +$475K | 0.4% | 62 |
|