Kercheville 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 | $229K | Sell |
5,299
-281
| -5% | -$12.2K | 0.08% | 88 |
|
2025
Q1 | $253K | Buy |
+5,580
| New | +$253K | 0.1% | 74 |
|
2023
Q1 | – | Sell |
-5,708
| Closed | -$225K | – | 84 |
|
2022
Q4 | $225K | Buy |
+5,708
| New | +$225K | 0.16% | 69 |
|
2021
Q4 | – | Sell |
-18,330
| Closed | -$990K | – | 124 |
|
2021
Q3 | $990K | Sell |
18,330
-4,828
| -21% | -$261K | 0.47% | 50 |
|
2021
Q2 | $1.3M | Sell |
23,158
-5,591
| -19% | -$313K | 0.6% | 46 |
|
2021
Q1 | $1.68M | Sell |
28,749
-93
| -0.3% | -$5.44K | 0.84% | 35 |
|
2020
Q4 | $1.7M | Buy |
+28,842
| New | +$1.7M | 0.92% | 31 |
|