Lee Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,371
| Closed | -$89.4K | – | 813 |
|
|
2023
Q4 | $89.4K | Buy |
2,371
+98
| +4% | +$3.7K | 0.02% | 186 |
|
|
2023
Q3 | $73.7K | Buy |
2,273
+205
| +10% | +$6.64K | 0.01% | 182 |
|
|
2023
Q2 | $76.9K | Sell |
2,068
-1,441
| -41% | -$53.6K | 0.01% | 189 |
|
|
2023
Q1 | $136K | Sell |
3,509
-562
| -14% | -$21.9K | 0.02% | 148 |
|
|
2022
Q4 | $160K | Buy |
4,071
+500
| +14% | +$19.7K | 0.03% | 160 |
|
|
2022
Q3 | $136K | Buy |
3,571
+798
| +29% | +$30.4K | 0.03% | 167 |
|
|
2022
Q2 | $141K | Buy |
2,773
+116
| +4% | +$5.9K | 0.03% | 165 |
|
|
2022
Q1 | $135K | Buy |
2,657
+716
| +37% | +$36.4K | 0.02% | 171 |
|
|
2021
Q4 | $101K | Sell |
1,941
-92
| -5% | -$4.79K | 0.02% | 190 |
|
|
2021
Q3 | $110K | Sell |
2,033
-273
| -12% | -$14.8K | 0.02% | 174 |
|
|
2021
Q2 | $129K | Sell |
2,306
-524
| -19% | -$29.3K | 0.03% | 163 |
|
|
2021
Q1 | $165K | Buy |
2,830
+5
| +0.2% | +$292 | 0.04% | 140 |
|
|
2020
Q4 | $166K | Sell |
2,825
-2,281
| -45% | -$134K | 0.04% | 127 |
|
|
2020
Q3 | $304K | Buy |
5,106
+235
| +5% | +$14K | 0.08% | 100 |
|
|
2020
Q2 | $269K | Buy |
4,871
+306
| +7% | +$16.9K | 0.07% | 103 |
|
|
2020
Q1 | $245K | Sell |
4,565
-899
| -16% | -$48.2K | 0.08% | 98 |
|
|
2019
Q4 | $335K | Sell |
5,464
-619
| -10% | -$38K | 0.07% | 101 |
|
|
2019
Q3 | $367K | Buy |
6,083
+106
| +2% | +$6.4K | 0.08% | 95 |
|
|
2019
Q2 | $341K | Buy |
5,977
+7
| +0.1% | +$399 | 0.08% | 100 |
|
|
2019
Q1 | $353K | Buy |
5,970
+1,328
| +29% | +$78.5K | 0.08% | 93 |
|
|
2018
Q4 | $261K | Buy |
4,642
+6
| +0.1% | +$337 | 0.07% | 101 |
|
|
2018
Q3 | $248K | Sell |
4,636
-1,410
| -23% | -$75.4K | 0.06% | 117 |
|
|
2018
Q2 | $304K | Buy |
6,046
+18
| +0.3% | +$905 | 0.07% | 120 |
|
|
2018
Q1 | $289K | Buy |
6,028
+1,477
| +32% | +$70.8K | 0.07% | 131 |
|
|
2017
Q4 | $241K | Sell |
4,551
-49
| -1% | -$2.6K | 0.07% | 113 |
|
|
2017
Q3 | $228K | Sell |
4,600
-943
| -17% | -$46.7K | 0.07% | 107 |
|
|
2017
Q2 | $248K | Sell |
5,543
-125
| -2% | -$5.59K | 0.09% | 106 |
|
|
2017
Q1 | $276K | Sell |
5,668
-22,259
| -80% | -$1.08M | 0.11% | 97 |
|
|
2016
Q4 | $1.49M | Buy |
+27,927
| New | +$1.49M | 0.83% | 24 |
|