Liberty Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
+8,243
| New | +$357K | 0.06% | 153 |
|
|
2025
Q1 | – | Sell |
-8,735
| Closed | -$349K | – | 214 |
|
|
2024
Q4 | $349K | Sell |
8,735
-1,486
| -15% | -$59.4K | 0.06% | 149 |
|
|
2024
Q3 | $459K | Sell |
10,221
-16,959
| -62% | -$762K | 0.08% | 121 |
|
|
2024
Q2 | $439K | Buy |
27,180
+17,486
| +180% | +$282K | 0.08% | 121 |
|
|
2024
Q1 | $407K | Buy |
+9,694
| New | +$407K | 0.08% | 116 |
|
|
2023
Q4 | – | Sell |
-9,507
| Closed | -$308K | – | 191 |
|
|
2023
Q3 | $308K | Sell |
9,507
-1,160
| -11% | -$37.6K | 0.08% | 128 |
|
|
2023
Q2 | $397K | Sell |
10,667
-6,304
| -37% | -$234K | 0.1% | 115 |
|
|
2023
Q1 | $660K | Buy |
+16,971
| New | +$660K | 0.14% | 94 |
|
|
2022
Q3 | $380K | Buy |
10,017
+195
| +2% | +$7.4K | 0.1% | 94 |
|
|
2022
Q2 | $498K | Buy |
9,822
+356
| +4% | +$18.1K | 0.2% | 81 |
|
|
2022
Q1 | $482K | Buy |
9,466
+669
| +8% | +$34.1K | 0.17% | 81 |
|
|
2021
Q4 | $457 | Sell |
8,797
-2,061
| -19% | -$107 | 0.02% | 100 |
|
|
2021
Q3 | $583K | Buy |
10,858
+2,310
| +27% | +$124K | 0.21% | 72 |
|
|
2021
Q2 | $480K | Sell |
8,548
-281
| -3% | -$15.8K | 0.19% | 73 |
|
|
2021
Q1 | $479K | Hold |
8,829
| – | – | 0.23% | 65 |
|
|
2020
Q4 | $479K | Buy |
8,829
+1,432
| +19% | +$77.7K | 0.23% | 65 |
|
|
2020
Q3 | $440K | Sell |
7,397
-608
| -8% | -$36.2K | 0.26% | 59 |
|
|
2020
Q2 | $442K | Buy |
8,005
+156
| +2% | +$8.61K | 0.31% | 52 |
|
|
2020
Q1 | $422K | Buy |
7,849
+112
| +1% | +$6.02K | 0.37% | 48 |
|
|
2019
Q4 | $475K | Buy |
7,737
+2,424
| +46% | +$149K | 0.37% | 53 |
|
|
2019
Q3 | $321K | Sell |
5,313
-1,832
| -26% | -$111K | 0.3% | 65 |
|
|
2019
Q2 | $408K | Buy |
7,145
+2,744
| +62% | +$157K | 0.36% | 59 |
|
|
2019
Q1 | $260K | Sell |
4,401
-169
| -4% | -$9.98K | 0.2% | 75 |
|
|
2018
Q4 | $256K | Buy |
+4,570
| New | +$256K | 0.19% | 71 |
|