Greystone Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-190,132
| Closed | -$7.6M | – | 108 |
|
|
2024
Q4 | $7.6M | Buy |
190,132
+38,655
| +26% | +$1.55M | 1.32% | 32 |
|
|
2024
Q3 | $6.8M | Buy |
151,477
+3,684
| +2% | +$165K | 1.22% | 34 |
|
|
2024
Q2 | $6.09M | Buy |
147,793
+24
| +0% | +$990 | 1.19% | 38 |
|
|
2024
Q1 | $6.2M | Sell |
147,769
-4,089
| -3% | -$172K | 1.24% | 34 |
|
|
2023
Q4 | $5.73M | Sell |
151,858
-6,797
| -4% | -$256K | 1.33% | 34 |
|
|
2023
Q3 | $5.14M | Sell |
158,655
-36,149
| -19% | -$1.17M | 1.28% | 33 |
|
|
2023
Q2 | $7.24M | Sell |
194,804
-1,324
| -0.7% | -$49.2K | 1.68% | 27 |
|
|
2023
Q1 | $7.63M | Buy |
+196,128
| New | +$7.63M | 1.92% | 20 |
|
|
2022
Q4 | – | Sell |
-154,605
| Closed | -$5.87M | – | 81 |
|
|
2022
Q3 | $5.87M | Buy |
154,605
+2,766
| +2% | +$105K | 1.99% | 32 |
|
|
2022
Q2 | $7.71M | Buy |
151,839
+2,653
| +2% | +$135K | 2.4% | 21 |
|
|
2022
Q1 | $7.6M | Buy |
149,186
+13,428
| +10% | +$684K | 1.92% | 32 |
|
|
2021
Q4 | $7.05M | Buy |
135,758
+32,718
| +32% | +$1.7M | 1.69% | 37 |
|
|
2021
Q3 | $5.57M | Sell |
103,040
-19,807
| -16% | -$1.07M | 1.65% | 23 |
|
|
2021
Q2 | $6.88M | Buy |
122,847
+917
| +0.8% | +$51.4K | 1.71% | 32 |
|
|
2021
Q1 | $7.14M | Buy |
121,930
+19,321
| +19% | +$1.13M | 1.79% | 24 |
|
|
2020
Q4 | $5.65M | Buy |
+102,609
| New | +$5.65M | 1.54% | 30 |
|