Lee Financial Group Hawaii’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $785K | Buy |
18,704
+3,187
| +21% | +$134K | 0.61% | 17 |
|
|
2023
Q4 | $585K | Buy |
15,517
+2,104
| +16% | +$79.3K | 0.5% | 19 |
|
|
2023
Q3 | $435K | Buy |
13,413
+20
| +0.1% | +$648 | 0.4% | 24 |
|
|
2023
Q2 | $498K | Buy |
13,393
+7,685
| +135% | +$286K | 0.46% | 23 |
|
|
2023
Q1 | $222K | Buy |
+5,708
| New | +$222K | 0.23% | 27 |
|