Kathleen S. Wright Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
9,320
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $423K | Sell |
9,320
-74
| -0.8% | -$3.36K | 0.17% | 81 |
|
|
2024
Q4 | $376K | Buy |
9,394
+8,215
| +697% | +$329K | 0.16% | 85 |
|
|
2024
Q3 | $52.9K | Buy |
1,179
+823
| +231% | +$37K | 0.02% | 148 |
|
|
2024
Q2 | $14.7K | Hold |
356
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $14.9K | Buy |
+356
| New | +$14.9K | 0.01% | 173 |
|
|
2023
Q4 | – | Sell |
-2,200
| Closed | -$71.3K | – | 220 |
|
|
2023
Q3 | $71.3K | Buy |
+2,200
| New | +$71.3K | 0.04% | 113 |
|