Jacobsen Capital 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 | $361K | Buy |
8,337
+784
| +10% | +$33.9K | 0.13% | 63 |
|
|
2025
Q1 | $343K | Buy |
7,553
+185
| +3% | +$8.39K | 0.15% | 61 |
|
|
2024
Q4 | $295K | Buy |
7,368
+17
| +0.2% | +$680 | 0.13% | 67 |
|
|
2024
Q3 | $330K | Buy |
7,351
+36
| +0.5% | +$1.62K | 0.14% | 58 |
|
|
2024
Q2 | $302K | Sell |
7,315
-110
| -1% | -$4.54K | 0.13% | 61 |
|
|
2024
Q1 | $312K | Buy |
7,425
+320
| +5% | +$13.4K | 0.14% | 60 |
|
|
2023
Q4 | $268K | Buy |
+7,105
| New | +$268K | 0.14% | 63 |
|
|
2023
Q3 | – | Sell |
-6,413
| Closed | -$238K | – | 78 |
|
|
2023
Q2 | $238K | Buy |
+6,413
| New | +$238K | 0.12% | 65 |
|