Householder Group Estate & Retirement Specialist’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16K | Sell |
415
-11,293
| -96% | -$435K | 0.01% | 314 |
|
|
2024
Q3 | $525K | Buy |
11,708
+391
| +3% | +$17.5K | 0.15% | 133 |
|
|
2024
Q2 | $466K | Buy |
11,317
+1,056
| +10% | +$43.5K | 0.13% | 144 |
|
|
2024
Q1 | $431K | Sell |
10,261
-2,485
| -19% | -$104K | 0.13% | 151 |
|
|
2023
Q4 | $480K | Sell |
12,746
-928
| -7% | -$34.9K | 0.16% | 124 |
|
|
2023
Q3 | $443K | Buy |
+13,674
| New | +$443K | 0.16% | 119 |
|
|
2023
Q1 | $411K | Sell |
10,578
-1,305
| -11% | -$50.7K | 0.16% | 125 |
|
|
2022
Q4 | $468K | Sell |
11,883
-2,236
| -16% | -$88.1K | 0.7% | 29 |
|
|
2022
Q3 | $536K | Sell |
14,119
-3,084
| -18% | -$117K | 0.22% | 103 |
|
|
2022
Q2 | $873K | Sell |
17,203
-2,169
| -11% | -$110K | 0.39% | 55 |
|
|
2022
Q1 | $987K | Sell |
19,372
-692
| -3% | -$35.3K | 0.4% | 64 |
|
|
2021
Q4 | $1.04M | Buy |
+20,064
| New | +$1.04M | 0.39% | 68 |
|