Kapstone Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
7,030
-319
| -4% | -$13.8K | 0.15% | 79 |
|
|
2025
Q1 | $333K | Hold |
7,349
| – | – | 0.19% | 71 |
|
|
2024
Q4 | $296K | Sell |
7,349
-400
| -5% | -$16.1K | 0.16% | 79 |
|
|
2024
Q3 | $348K | Hold |
7,749
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $320K | Sell |
7,749
-668
| -8% | -$27.5K | 0.21% | 75 |
|
|
2024
Q1 | $353K | Sell |
8,417
-594
| -7% | -$24.9K | 0.24% | 74 |
|
|
2023
Q4 | $381K | Sell |
9,011
-1,265
| -12% | -$53.5K | 0.3% | 67 |
|
|
2023
Q3 | $333K | Sell |
10,276
-2,069
| -17% | -$67.1K | 0.3% | 63 |
|
|
2023
Q2 | $413K | Sell |
12,345
-1,460
| -11% | -$48.8K | 0.34% | 61 |
|
|
2023
Q1 | $543K | Hold |
13,805
| – | – | 0.49% | 45 |
|
|
2022
Q4 | $577K | Buy |
+13,805
| New | +$577K | 0.53% | 42 |
|