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