Key Financial Inc’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
30,042
+21
| +0.1% | +$909 | 0.26% | 70 |
|
|
2025
Q1 | $1.36M | Sell |
30,021
-1,940
| -6% | -$88K | 0.3% | 63 |
|
|
2024
Q4 | $1.28M | Buy |
31,961
+3,451
| +12% | +$138K | 0.29% | 64 |
|
|
2024
Q3 | $1.28M | Sell |
28,510
-1
| -0% | -$45 | 0.28% | 63 |
|
|
2024
Q2 | $1.18M | Buy |
28,511
+21
| +0.1% | +$866 | 0.28% | 64 |
|
|
2024
Q1 | $1.2M | Buy |
28,490
+21
| +0.1% | +$881 | 0.3% | 61 |
|
|
2023
Q4 | $1.07M | Sell |
28,469
-880
| -3% | -$33.2K | 0.29% | 66 |
|
|
2023
Q3 | $951K | Buy |
29,349
+23
| +0.1% | +$745 | 0.32% | 62 |
|
|
2023
Q2 | $1.09M | Sell |
29,326
-3,007
| -9% | -$112K | 0.36% | 54 |
|
|
2023
Q1 | $1.26M | Buy |
32,333
+4,206
| +15% | +$164K | 0.46% | 43 |
|
|
2022
Q4 | $1.07M | Hold |
28,127
| – | – | 0.5% | 40 |
|
|
2022
Q3 | $1.07M | Buy |
28,127
+18,259
| +185% | +$693K | 0.5% | 40 |
|
|
2022
Q2 | $510K | Buy |
9,868
+245
| +3% | +$12.7K | 0.28% | 70 |
|
|
2022
Q1 | $490K | Sell |
9,623
-3,588
| -27% | -$183K | 0.24% | 78 |
|
|
2021
Q4 | $686K | Sell |
13,211
-859
| -6% | -$44.6K | 0.34% | 55 |
|
|
2021
Q3 | $760K | Buy |
14,070
+518
| +4% | +$28K | 0.43% | 42 |
|
|
2021
Q2 | $756K | Hold |
13,552
| – | – | 0.42% | 45 |
|
|
2021
Q1 | $788K | Sell |
13,552
-27
| -0.2% | -$1.57K | 0.52% | 32 |
|
|
2020
Q4 | $798K | Sell |
13,579
-820
| -6% | -$48.2K | 0.59% | 32 |
|
|
2020
Q3 | $857K | Buy |
14,399
+105
| +0.7% | +$6.25K | 0.88% | 27 |
|
|
2020
Q2 | $782K | Buy |
14,294
+609
| +4% | +$33.3K | 0.9% | 25 |
|
|
2020
Q1 | $749K | Sell |
13,685
-4,144
| -23% | -$227K | 0.77% | 23 |
|
|
2019
Q4 | $1.1M | Buy |
+17,829
| New | +$1.1M | 1.03% | 21 |
|