Kowal Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $826K | Buy |
18,401
+430
| +2% | +$19.3K | 0.15% | 88 |
|
2024
Q2 | $741K | Sell |
17,971
-2,287
| -11% | -$94.3K | 0.15% | 85 |
|
2024
Q1 | $850K | Buy |
20,258
+2,729
| +16% | +$115K | 0.18% | 74 |
|
2023
Q4 | $661K | Sell |
17,529
-751
| -4% | -$28.3K | 0.15% | 77 |
|
2023
Q3 | $592K | Buy |
18,280
+2,649
| +17% | +$85.9K | 0.16% | 74 |
|
2023
Q2 | $581K | Buy |
15,631
+109
| +0.7% | +$4.05K | 0.16% | 72 |
|
2023
Q1 | $604K | Buy |
15,522
+2,916
| +23% | +$113K | 0.17% | 68 |
|
2022
Q4 | $497K | Sell |
12,606
-1,062
| -8% | -$41.8K | 0.15% | 82 |
|
2022
Q3 | $519K | Buy |
13,668
+2,439
| +22% | +$92.6K | 0.18% | 68 |
|
2022
Q2 | $570K | Buy |
11,229
+2,104
| +23% | +$107K | 0.19% | 55 |
|
2022
Q1 | $465K | Buy |
9,125
+1,721
| +23% | +$87.7K | 0.14% | 61 |
|
2021
Q4 | $385K | Buy |
7,404
+2,037
| +38% | +$106K | 0.11% | 67 |
|
2021
Q3 | $290K | Sell |
5,367
-946
| -15% | -$51.1K | 0.09% | 75 |
|
2021
Q2 | $354K | Sell |
6,313
-223
| -3% | -$12.5K | 0.13% | 66 |
|
2021
Q1 | $380K | Sell |
6,536
-23
| -0.4% | -$1.34K | 0.15% | 56 |
|
2020
Q4 | $376K | Buy |
+6,559
| New | +$376K | 0.17% | 56 |
|