Lauer Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,085
| Closed | -$203K | – | 57 |
|
|
2024
Q4 | $203K | Sell |
5,085
-513
| -9% | -$20.5K | 0.14% | 34 |
|
|
2024
Q3 | $240K | Sell |
5,598
-381
| -6% | -$16.3K | 0.19% | 33 |
|
|
2024
Q2 | $247K | Sell |
5,979
-4,425
| -43% | -$183K | 0.19% | 36 |
|
|
2024
Q1 | $418K | Sell |
10,404
-12,286
| -54% | -$493K | 0.36% | 28 |
|
|
2023
Q4 | $492K | Buy |
22,690
+13,027
| +135% | +$282K | 0.46% | 26 |
|
|
2023
Q3 | $302K | Sell |
9,663
-20,926
| -68% | -$654K | 0.33% | 31 |
|
|
2023
Q2 | $415K | Buy |
30,589
+18,683
| +157% | +$253K | 0.43% | 29 |
|
|
2023
Q1 | $444K | Buy |
+11,906
| New | +$444K | 0.56% | 26 |
|