LifeSteps Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
7,446
+3
+0% +$130 0.22% 70
2025
Q1
$338K Sell
7,443
-147
-2% -$6.67K 0.27% 60
2024
Q4
$304K Buy
7,590
+140
+2% +$5.6K 0.23% 63
2024
Q3
$335K Buy
7,450
+3
+0% +$135 0.26% 60
2024
Q2
$307K Buy
7,447
+3
+0% +$124 0.25% 60
2024
Q1
$312K Buy
7,444
+3
+0% +$126 0.24% 62
2023
Q4
$281K Sell
7,441
-431
-5% -$16.2K 0.25% 65
2023
Q3
$255K Sell
7,872
-390
-5% -$12.6K 0.26% 61
2023
Q2
$307K Sell
8,262
-491
-6% -$18.3K 0.3% 55
2023
Q1
$340K Sell
8,753
-553
-6% -$21.5K 0.36% 50
2022
Q4
$367K Buy
9,306
+758
+9% +$29.9K 0.38% 46
2022
Q3
$325K Sell
8,548
-346
-4% -$13.2K 0.37% 51
2022
Q2
$451K Buy
8,894
+2
+0% +$101 0.47% 43
2022
Q1
$453K Sell
8,892
-98
-1% -$4.99K 0.34% 49
2021
Q4
$467K Sell
8,990
-1,313
-13% -$68.2K 0.33% 48
2021
Q3
$556K Sell
10,303
-1,085
-10% -$58.6K 0.43% 41
2021
Q2
$638K Sell
11,388
-171
-1% -$9.58K 0.49% 40
2021
Q1
$672K Sell
11,559
-348
-3% -$20.2K 0.56% 35
2020
Q4
$700K Sell
11,907
-548
-4% -$32.2K 0.64% 28
2020
Q3
$741K Sell
12,455
-298
-2% -$17.7K 0.78% 25
2020
Q2
$703K Buy
12,753
+302
+2% +$16.6K 0.81% 24
2020
Q1
$669K Buy
12,451
+1,134
+10% +$60.9K 0.77% 31
2019
Q4
$695K Buy
+11,317
New +$695K 0.66% 34