Inlet Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Hold |
15,794
| – | – | 0.17% | 95 |
|
|
2025
Q1 | $716K | Sell |
15,794
-100
| -0.6% | -$4.54K | 0.19% | 89 |
|
|
2024
Q4 | $636K | Sell |
15,894
-2,700
| -15% | -$108K | 0.17% | 93 |
|
|
2024
Q3 | $835K | Sell |
18,594
-1,000
| -5% | -$44.9K | 0.21% | 90 |
|
|
2024
Q2 | $808K | Hold |
19,594
| – | – | 0.22% | 84 |
|
|
2024
Q1 | $822K | Sell |
19,594
-200
| -1% | -$8.39K | 0.23% | 84 |
|
|
2023
Q4 | $746K | Sell |
19,794
-14,149
| -42% | -$533K | 0.23% | 82 |
|
|
2023
Q3 | $1.1M | Sell |
33,943
-13,582
| -29% | -$440K | 0.36% | 71 |
|
|
2023
Q2 | $1.77M | Hold |
47,525
| – | – | 0.45% | 65 |
|
|
2023
Q1 | $1.85M | Sell |
47,525
-5,607
| -11% | -$218K | 0.48% | 61 |
|
|
2022
Q4 | $2.09M | Sell |
53,132
-9,398
| -15% | -$370K | 0.54% | 57 |
|
|
2022
Q3 | $2.37M | Sell |
62,530
-1,713
| -3% | -$65K | 0.71% | 48 |
|
|
2022
Q2 | $3.26M | Buy |
64,243
+79
| +0.1% | +$4.01K | 0.93% | 37 |
|
|
2022
Q1 | $3.27M | Buy |
64,164
+396
| +0.6% | +$20.2K | 0.82% | 43 |
|
|
2021
Q4 | $3.31M | Buy |
63,768
+2,272
| +4% | +$118K | 0.8% | 41 |
|
|
2021
Q3 | $3.32M | Hold |
61,496
| – | – | 0.89% | 42 |
|
|
2021
Q2 | $3.45M | Buy |
61,496
+1,870
| +3% | +$105K | 0.9% | 43 |
|
|
2021
Q1 | $3.47M | Buy |
59,626
+8,325
| +16% | +$484K | 0.99% | 35 |
|
|
2020
Q4 | $3.01M | Buy |
51,301
+3,500
| +7% | +$206K | 0.99% | 34 |
|
|
2020
Q3 | $2.84M | Hold |
47,801
| – | – | 1.11% | 27 |
|
|
2020
Q2 | $2.64M | Hold |
47,801
| – | – | 1.05% | 34 |
|
|
2020
Q1 | $2.57M | Buy |
47,801
+100
| +0.2% | +$5.37K | 1.19% | 27 |
|
|
2019
Q4 | $2.93M | Buy |
47,701
+484
| +1% | +$29.7K | 0.97% | 35 |
|
|
2019
Q3 | $2.85M | Sell |
47,217
-300
| -0.6% | -$18.1K | 1.06% | 30 |
|
|
2019
Q2 | $2.72M | Sell |
47,517
-1,266
| -3% | -$72.4K | 0.98% | 33 |
|
|
2019
Q1 | $2.89M | Buy |
48,783
+15,961
| +49% | +$944K | 1.16% | 25 |
|
|
2018
Q4 | $1.85M | Buy |
+32,822
| New | +$1.85M | 0.99% | 23 |
|