Jupiter Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,805
| Closed | -$448K | – | 64 |
|
|
2022
Q3 | $448K | Hold |
11,805
| – | – | 0.45% | 44 |
|
|
2022
Q2 | $599K | Hold |
11,805
| – | – | 0.55% | 39 |
|
|
2022
Q1 | $601K | Sell |
11,805
-10,000
| -46% | -$509K | 0.38% | 53 |
|
|
2021
Q4 | $1.13M | Sell |
21,805
-10,150
| -32% | -$527K | 0.59% | 38 |
|
|
2021
Q3 | $1.68M | Hold |
31,955
| – | – | 0.79% | 35 |
|
|
2021
Q2 | $1.76M | Sell |
31,955
-12,000
| -27% | -$662K | 0.84% | 32 |
|
|
2021
Q1 | $2.52M | Sell |
43,955
-31,645
| -42% | -$1.81M | 1.27% | 26 |
|
|
2020
Q4 | $4.44M | Sell |
75,600
-9,250
| -11% | -$543K | 2.72% | 15 |
|
|
2020
Q3 | $5.05M | Sell |
84,850
-15,225
| -15% | -$906K | 3.56% | 11 |
|
|
2020
Q2 | $5.59M | Buy |
100,075
+9,790
| +11% | +$547K | 2.8% | 14 |
|
|
2020
Q1 | $5.13M | Buy |
+90,285
| New | +$5.13M | 2.99% | 12 |
|