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