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