Koss-Olinger Consulting’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
18,946
-1,674
| -8% | -$72.4K | 0.07% | 138 |
|
|
2025
Q1 | $935K | Sell |
20,620
-38,342
| -65% | -$1.74M | 0.08% | 125 |
|
|
2024
Q4 | $2.36M | Sell |
58,962
-12,198
| -17% | -$488K | 0.21% | 56 |
|
|
2024
Q3 | $3.2M | Sell |
71,160
-4,109
| -5% | -$185K | 0.28% | 44 |
|
|
2024
Q2 | $3.1M | Buy |
+75,269
| New | +$3.1M | 0.29% | 43 |
|
|
2024
Q1 | – | Sell |
-58,074
| Closed | -$2.19M | – | 319 |
|
|
2023
Q4 | $2.19M | Buy |
58,074
+30,231
| +109% | +$1.14M | 0.21% | 51 |
|
|
2023
Q3 | $902K | Buy |
27,843
+12,783
| +85% | +$414K | 0.13% | 94 |
|
|
2023
Q2 | $560K | Sell |
15,060
-465
| -3% | -$17.3K | 0.07% | 125 |
|
|
2023
Q1 | $604K | Buy |
15,525
+187
| +1% | +$7.28K | 0.08% | 122 |
|
|
2022
Q4 | $604K | Buy |
+15,338
| New | +$604K | 0.09% | 111 |
|
|
2022
Q3 | – | Sell |
-4,244
| Closed | -$215K | – | 237 |
|
|
2022
Q2 | $215K | Buy |
+4,244
| New | +$215K | 0.04% | 160 |
|
|
2022
Q1 | – | Sell |
-4,192
| Closed | -$218K | – | 236 |
|
|
2021
Q4 | $218K | Sell |
4,192
-1,148
| -21% | -$59.7K | 0.03% | 176 |
|
|
2021
Q3 | $288K | Sell |
5,340
-3,794
| -42% | -$205K | 0.05% | 178 |
|
|
2021
Q2 | $512K | Sell |
9,134
-547
| -6% | -$30.7K | 0.08% | 133 |
|
|
2021
Q1 | $563K | Buy |
+9,681
| New | +$563K | 0.1% | 115 |
|