Legend Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
+1,276
| New | +$55.2K | 0.04% | 55 |
|
|
2025
Q1 | – | Sell |
-780
| Closed | -$31.2K | – | 251 |
|
|
2024
Q4 | $31.2K | Buy |
780
+320
| +70% | +$12.8K | 0.02% | 66 |
|
|
2024
Q3 | $20.7K | Hold |
460
| – | – | 0.01% | 73 |
|
|
2024
Q2 | $19K | Buy |
460
+280
| +156% | +$11.5K | 0.01% | 101 |
|
|
2024
Q1 | $7.55K | Hold |
180
| – | – | 0.01% | 146 |
|
|
2023
Q4 | $6.79K | Hold |
180
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $5.83K | Hold |
180
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $6.69K | Hold |
180
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $7K | Hold |
180
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $7.09K | Hold |
180
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $6.84K | Buy |
+180
| New | +$6.84K | 0.01% | 171 |
|