Jentner Corp’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
6,474
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $294K | Sell |
6,474
-1
| -0% | -$45 | 0.09% | 46 |
|
|
2024
Q4 | $259K | Sell |
6,475
-1,363
| -17% | -$54.5K | 0.08% | 52 |
|
|
2024
Q3 | $352K | Buy |
7,838
+22
| +0.3% | +$988 | 0.11% | 41 |
|
|
2024
Q2 | $322K | Buy |
7,816
+22
| +0.3% | +$907 | 0.11% | 39 |
|
|
2024
Q1 | $327K | Buy |
7,794
+21
| +0.3% | +$881 | 0.11% | 37 |
|
|
2023
Q4 | $293K | Buy |
7,773
+24
| +0.3% | +$905 | 0.11% | 40 |
|
|
2023
Q3 | $251K | Buy |
7,749
+24
| +0.3% | +$778 | 0.16% | 40 |
|
|
2023
Q2 | $287K | Buy |
7,725
+221
| +3% | +$8.22K | 0.18% | 37 |
|
|
2023
Q1 | $292K | Buy |
7,504
+19
| +0.3% | +$739 | 0.2% | 35 |
|
|
2022
Q4 | $295K | Buy |
7,485
+21
| +0.3% | +$827 | 0.22% | 35 |
|
|
2022
Q3 | $283K | Sell |
7,464
-174
| -2% | -$6.6K | 0.23% | 29 |
|
|
2022
Q2 | $388K | Buy |
7,638
+16
| +0.2% | +$813 | 0.29% | 27 |
|
|
2022
Q1 | $388K | Buy |
7,622
+1,158
| +18% | +$58.9K | 0.28% | 25 |
|
|
2021
Q4 | $336K | Hold |
6,464
| – | – | 0.22% | 27 |
|
|
2021
Q3 | $349K | Hold |
6,464
| – | – | 0.24% | 27 |
|
|
2021
Q2 | $362K | Hold |
6,464
| – | – | 0.25% | 26 |
|
|
2021
Q1 | $376K | Hold |
6,464
| – | – | 0.29% | 24 |
|
|
2020
Q4 | $380K | Hold |
6,464
| – | – | 0.37% | 21 |
|
|
2020
Q3 | $385K | Sell |
6,464
-167
| -3% | -$9.95K | 0.42% | 19 |
|
|
2020
Q2 | $366K | Buy |
6,631
+167
| +3% | +$9.22K | 0.42% | 20 |
|
|
2020
Q1 | $347K | Sell |
6,464
-59
| -0.9% | -$3.17K | 0.45% | 18 |
|
|
2019
Q4 | $401K | Hold |
6,523
| – | – | 0.42% | 22 |
|
|
2019
Q3 | $394K | Hold |
6,523
| – | – | 0.32% | 23 |
|
|
2019
Q2 | $373K | Sell |
6,523
-350
| -5% | -$20K | 0.31% | 20 |
|
|
2019
Q1 | $406K | Hold |
6,873
| – | – | 0.33% | 17 |
|
|
2018
Q4 | $386K | Buy |
+6,873
| New | +$386K | 0.35% | 18 |
|