Levy Wealth Management Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,305
| Closed | -$206K | – | 109 |
|
|
2023
Q1 | $206K | Buy |
5,305
+28
| +0.5% | +$1.09K | 0.06% | 103 |
|
|
2022
Q4 | $208K | Sell |
5,277
-369
| -7% | -$14.5K | 0.07% | 92 |
|
|
2022
Q3 | $214K | Buy |
5,646
+72
| +1% | +$2.73K | 0.09% | 73 |
|
|
2022
Q2 | $283K | Buy |
5,574
+212
| +4% | +$10.8K | 0.13% | 56 |
|
|
2022
Q1 | $273K | Buy |
5,362
+23
| +0.4% | +$1.17K | 0.11% | 56 |
|
|
2021
Q4 | $277K | Buy |
5,339
+23
| +0.4% | +$1.19K | 0.13% | 59 |
|
|
2021
Q3 | $287K | Buy |
5,316
+15
| +0.3% | +$810 | 0.16% | 54 |
|
|
2021
Q2 | $297K | Buy |
5,301
+4
| +0.1% | +$224 | 0.17% | 51 |
|
|
2021
Q1 | $308K | Sell |
5,297
-159
| -3% | -$9.25K | 0.2% | 43 |
|
|
2020
Q4 | $321K | Buy |
+5,456
| New | +$321K | 0.23% | 39 |
|