GoalVest Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Buy |
970
+939
| +3,029% | +$40.6K | 0.01% | 222 |
|
|
2025
Q1 | $1.41K | Buy |
+31
| New | +$1.41K | ﹤0.01% | 320 |
|
|
2024
Q4 | – | Sell |
-280
| Closed | -$12.6K | – | 439 |
|
|
2024
Q3 | $12.6K | Sell |
280
-207
| -43% | -$9.3K | ﹤0.01% | 302 |
|
|
2024
Q2 | $20.1K | Sell |
487
-206
| -30% | -$8.5K | 0.01% | 237 |
|
|
2024
Q1 | $29.1K | Sell |
693
-437
| -39% | -$18.3K | 0.01% | 232 |
|
|
2023
Q4 | $42.6K | Buy |
1,130
+123
| +12% | +$4.64K | 0.02% | 147 |
|
|
2023
Q3 | $32.6K | Buy |
1,007
+380
| +61% | +$12.3K | 0.02% | 176 |
|
|
2023
Q2 | $23.3K | Buy |
627
+475
| +313% | +$17.7K | 0.01% | 185 |
|
|
2023
Q1 | $5.91K | Hold |
152
| – | – | ﹤0.01% | 201 |
|
|
2022
Q4 | $5.99K | Sell |
152
-59,582
| -100% | -$2.35M | ﹤0.01% | 199 |
|
|
2022
Q3 | $2.27M | Buy |
59,734
+33,226
| +125% | +$1.26M | 1.59% | 17 |
|
|
2022
Q2 | $1.36M | Buy |
26,508
+7,299
| +38% | +$375K | 0.86% | 33 |
|
|
2022
Q1 | $979K | Buy |
+19,209
| New | +$979K | 0.55% | 48 |
|
|
2021
Q2 | $1.48M | Buy |
26,402
+5,965
| +29% | +$334K | 0.92% | 29 |
|
|
2021
Q1 | $1.19M | Buy |
20,437
+3,580
| +21% | +$208K | 0.89% | 32 |
|
|
2020
Q4 | $990K | Buy |
+16,857
| New | +$990K | 0.83% | 32 |
|