HFR Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
4,993
| – | – | 0.05% | 50 |
|
|
2025
Q1 | $226K | Buy |
+4,993
| New | +$226K | 0.06% | 53 |
|
|
2024
Q4 | – | Sell |
-4,993
| Closed | -$224K | – | 56 |
|
|
2024
Q3 | $224K | Hold |
4,993
| – | – | 0.05% | 51 |
|
|
2024
Q2 | $206K | Hold |
4,993
| – | – | 0.05% | 53 |
|
|
2024
Q1 | $210K | Sell |
4,993
-4,705
| -49% | -$197K | 0.05% | 53 |
|
|
2023
Q4 | $366K | Sell |
9,698
-4,700
| -33% | -$177K | 0.1% | 45 |
|
|
2023
Q3 | $467K | Hold |
14,398
| – | – | 0.14% | 41 |
|
|
2023
Q2 | $535K | Hold |
14,398
| – | – | 0.15% | 38 |
|
|
2023
Q1 | $560K | Buy |
+14,398
| New | +$560K | 0.16% | 40 |
|