LJI 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 | $402K | Buy |
9,291
+7
| +0.1% | +$303 | 0.07% | 117 |
|
|
2025
Q1 | $421K | Buy |
9,284
+1,258
| +16% | +$57.1K | 0.08% | 99 |
|
|
2024
Q4 | $321K | Sell |
8,026
-887
| -10% | -$35.5K | 0.06% | 125 |
|
|
2024
Q3 | $400K | Sell |
8,913
-26
| -0.3% | -$1.17K | 0.08% | 126 |
|
|
2024
Q2 | $369K | Buy |
+8,939
| New | +$369K | 0.08% | 126 |
|
|
2024
Q1 | – | Sell |
-9,345
| Closed | -$352K | – | 178 |
|
|
2023
Q4 | $352K | Sell |
9,345
-58
| -0.6% | -$2.19K | 0.09% | 120 |
|
|
2023
Q3 | $305K | Sell |
9,403
-284
| -3% | -$9.2K | 0.09% | 122 |
|
|
2023
Q2 | $360K | Buy |
9,687
+1,107
| +13% | +$41.2K | 0.1% | 100 |
|
|
2023
Q1 | $334K | Buy |
8,580
+651
| +8% | +$25.3K | 0.11% | 102 |
|
|
2022
Q4 | $312K | Buy |
+7,929
| New | +$312K | 0.11% | 94 |
|