Lodestone Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,110
| Closed | -$334K | – | 154 |
|
|
2024
Q2 | $334K | Sell |
8,110
-196
| -2% | -$8.08K | 0.18% | 116 |
|
|
2024
Q1 | $349K | Buy |
8,306
+279
| +3% | +$11.7K | 0.18% | 114 |
|
|
2023
Q4 | $303K | Sell |
8,027
-1,026
| -11% | -$38.7K | 0.18% | 117 |
|
|
2023
Q3 | $293K | Buy |
9,053
+747
| +9% | +$24.2K | 0.21% | 104 |
|
|
2023
Q2 | $309K | Buy |
8,306
+132
| +2% | +$4.91K | 0.21% | 109 |
|
|
2023
Q1 | $318K | Buy |
8,174
+11
| +0.1% | +$428 | 0.25% | 99 |
|
|
2022
Q4 | $322K | Buy |
+8,163
| New | +$322K | 0.26% | 88 |
|