Janiczek Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $395K | Buy |
9,584
+1,203
| +14% | +$49.6K | 0.08% | 99 |
|
2024
Q1 | $352K | Buy |
8,381
+1,251
| +18% | +$52.5K | 0.07% | 115 |
|
2023
Q4 | $269K | Sell |
7,130
-3,923
| -35% | -$148K | 0.06% | 121 |
|
2023
Q3 | $358K | Buy |
11,053
+3,575
| +48% | +$116K | 0.09% | 89 |
|
2023
Q2 | $278K | Sell |
7,478
-3,142
| -30% | -$117K | 0.08% | 98 |
|
2023
Q1 | $418K | Buy |
10,620
+2,460
| +30% | +$96.8K | 0.12% | 63 |
|
2022
Q4 | $342K | Buy |
8,160
+2,261
| +38% | +$94.8K | 0.1% | 74 |
|
2022
Q3 | $217K | Buy |
5,899
+2,561
| +77% | +$94.2K | 0.07% | 91 |
|
2022
Q2 | $155K | Buy |
3,338
+56
| +2% | +$2.6K | 0.05% | 139 |
|
2022
Q1 | $167K | Buy |
3,282
+399
| +14% | +$20.3K | 0.05% | 137 |
|
2021
Q4 | $150K | Buy |
2,883
+1,198
| +71% | +$62.3K | 0.04% | 136 |
|
2021
Q3 | $91K | Sell |
1,685
-375
| -18% | -$20.3K | 0.03% | 186 |
|
2021
Q2 | $115K | Sell |
2,060
-54
| -3% | -$3.02K | 0.04% | 137 |
|
2021
Q1 | $123K | Sell |
2,114
-494
| -19% | -$28.7K | 0.05% | 119 |
|
2020
Q4 | $153K | Buy |
2,608
+1,202
| +85% | +$70.5K | 0.07% | 76 |
|
2020
Q3 | $84K | Buy |
1,406
+381
| +37% | +$22.8K | 0.05% | 77 |
|
2020
Q2 | $57K | Buy |
1,025
+675
| +193% | +$37.5K | 0.03% | 77 |
|
2020
Q1 | $19K | Hold |
350
| – | – | 0.01% | 90 |
|
2019
Q4 | $21K | Hold |
350
| – | – | 0.01% | 93 |
|
2019
Q3 | $21K | Buy |
+350
| New | +$21K | 0.01% | 95 |
|
2019
Q1 | – | Sell |
-654
| Closed | -$37K | – | 187 |
|
2018
Q4 | $37K | Hold |
654
| – | – | 0.02% | 83 |
|
2018
Q3 | $35K | Hold |
654
| – | – | 0.02% | 74 |
|
2018
Q2 | $33K | Buy |
+654
| New | +$33K | 0.02% | 77 |
|