Landmark Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,452
| Closed | -$203K | – | 91 |
|
2023
Q2 | $203K | Buy |
5,452
+22
| +0.4% | +$818 | 0.08% | 88 |
|
2023
Q1 | $211K | Sell |
5,430
-1,301
| -19% | -$50.6K | 0.09% | 85 |
|
2022
Q4 | $265K | Sell |
6,731
-440
| -6% | -$17.3K | 0.12% | 74 |
|
2022
Q3 | $272K | Buy |
7,171
+832
| +13% | +$31.6K | 0.14% | 69 |
|
2022
Q2 | $322K | Sell |
6,339
-81
| -1% | -$4.12K | 0.16% | 65 |
|
2022
Q1 | $323K | Buy |
6,420
+720
| +13% | +$36.2K | 0.16% | 68 |
|
2021
Q4 | $296K | Buy |
5,700
+1,154
| +25% | +$59.9K | 0.13% | 73 |
|
2021
Q3 | $264K | Sell |
4,546
-209
| -4% | -$12.1K | 0.14% | 59 |
|
2021
Q2 | $266K | Buy |
4,755
+209
| +5% | +$11.7K | 0.13% | 66 |
|
2021
Q1 | $264K | Buy |
+4,546
| New | +$264K | 0.14% | 59 |
|