GSB Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,395
| Closed | -$312K | – | 215 |
|
|
2023
Q2 | $312K | Sell |
8,395
-20,035
| -70% | -$745K | 0.1% | 163 |
|
|
2023
Q1 | $1.11M | Sell |
28,430
-5,556
| -16% | -$216K | 0.36% | 92 |
|
|
2022
Q4 | $1.34M | Sell |
33,986
-34,365
| -50% | -$1.35M | 0.48% | 77 |
|
|
2022
Q3 | $2.6M | Buy |
68,351
+2,145
| +3% | +$81.4K | 0.94% | 28 |
|
|
2022
Q2 | $3.36M | Sell |
66,206
-454
| -0.7% | -$23K | 1.15% | 21 |
|
|
2022
Q1 | $3.4M | Sell |
66,660
-4,636
| -7% | -$236K | 0.99% | 23 |
|
|
2021
Q4 | $3.71M | Buy |
71,296
+8,731
| +14% | +$454K | 1.06% | 22 |
|
|
2021
Q3 | $3.38M | Sell |
62,565
-14,361
| -19% | -$776K | 1.74% | 14 |
|
|
2021
Q2 | $4.31M | Sell |
76,926
-5,817
| -7% | -$326K | 1.34% | 9 |
|
|
2021
Q1 | $4.81M | Buy |
82,743
+76,488
| +1,223% | +$4.45M | 1.6% | 7 |
|
|
2020
Q4 | $367K | Hold |
6,255
| – | – | 1.65% | 20 |
|
|
2020
Q3 | $372K | Hold |
6,255
| – | – | 1.7% | 18 |
|
|
2020
Q2 | $345K | Hold |
6,255
| – | – | 1.93% | 15 |
|
|
2020
Q1 | $336K | Hold |
6,255
| – | – | 2.45% | 12 |
|
|
2019
Q4 | $384K | Hold |
6,255
| – | – | 1.58% | 20 |
|
|
2019
Q3 | $378K | Hold |
6,255
| – | – | 1.84% | 17 |
|
|
2019
Q2 | $357K | Sell |
6,255
-2,077
| -25% | -$119K | 1.86% | 18 |
|
|
2019
Q1 | $493K | Hold |
8,332
| – | – | 2.11% | 11 |
|
|
2018
Q4 | $468K | Hold |
8,332
| – | – | 2.47% | 11 |
|
|
2018
Q3 | $445K | Hold |
8,332
| – | – | 1.83% | 14 |
|
|
2018
Q2 | $419K | Hold |
8,332
| – | – | 1.99% | 15 |
|
|
2018
Q1 | $398K | Hold |
8,332
| – | – | 1.92% | 14 |
|
|
2017
Q4 | $441K | Hold |
8,332
| – | – | 1.99% | 12 |
|
|
2017
Q3 | $412K | Hold |
8,332
| – | – | 1.95% | 12 |
|
|
2017
Q2 | $372K | Hold |
8,332
| – | – | 1.68% | 16 |
|
|
2017
Q1 | $406K | Hold |
8,332
| – | – | 1.72% | 17 |
|
|
2016
Q4 | $445K | Buy |
+8,332
| New | +$445K | 1.74% | 18 |
|