Horst & Graben 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 | $277K | Sell |
6,404
-749
| -10% | -$32.4K | 0.05% | 137 |
|
2025
Q1 | $324K | Buy |
7,153
+178
| +3% | +$8.07K | 0.06% | 121 |
|
2024
Q4 | $279K | Sell |
6,975
-100
| -1% | -$4K | 0.05% | 122 |
|
2024
Q3 | $318K | Buy |
+7,075
| New | +$318K | 0.06% | 114 |
|
2024
Q2 | – | Sell |
-5,341
| Closed | -$224K | – | 157 |
|
2024
Q1 | $224K | Sell |
5,341
-1,825
| -25% | -$76.6K | 0.05% | 136 |
|
2023
Q4 | $270K | Buy |
7,166
+835
| +13% | +$31.5K | 0.06% | 108 |
|
2023
Q3 | $205K | Buy |
6,331
+132
| +2% | +$4.28K | 0.05% | 128 |
|
2023
Q2 | $231K | Buy |
6,199
+67
| +1% | +$2.5K | 0.06% | 115 |
|
2023
Q1 | $238K | Sell |
6,132
-114
| -2% | -$4.43K | 0.06% | 113 |
|
2022
Q4 | $246K | Buy |
6,246
+66
| +1% | +$2.6K | 0.06% | 116 |
|
2022
Q3 | $235K | Buy |
6,180
+52
| +0.8% | +$1.98K | 0.07% | 111 |
|
2022
Q2 | $311K | Buy |
6,128
+54
| +0.9% | +$2.74K | 0.08% | 102 |
|
2022
Q1 | $309K | Buy |
6,074
+47
| +0.8% | +$2.39K | 0.08% | 109 |
|
2021
Q4 | $313K | Sell |
6,027
-28
| -0.5% | -$1.45K | 0.08% | 104 |
|
2021
Q3 | $327K | Buy |
6,055
+20
| +0.3% | +$1.08K | 0.09% | 103 |
|
2021
Q2 | $338K | Buy |
6,035
+38
| +0.6% | +$2.13K | 0.09% | 102 |
|
2021
Q1 | $349K | Buy |
5,997
+40
| +0.7% | +$2.33K | 0.11% | 101 |
|
2020
Q4 | $350K | Buy |
5,957
+229
| +4% | +$13.5K | 0.12% | 89 |
|
2020
Q3 | $341K | Hold |
5,728
| – | – | 0.13% | 84 |
|
2020
Q2 | $316K | Buy |
5,728
+36
| +0.6% | +$1.99K | 0.14% | 73 |
|
2020
Q1 | $306K | Buy |
+5,692
| New | +$306K | 0.16% | 68 |
|