Lyell 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
Q2 | – | Sell |
-5,105
| Closed | -$214K | – | 205 |
|
|
2024
Q1 | $214K | Sell |
5,105
-872
| -15% | -$36.6K | 0.02% | 191 |
|
|
2023
Q4 | $225K | Sell |
5,977
-384
| -6% | -$14.5K | 0.03% | 181 |
|
|
2023
Q3 | $206K | Sell |
6,361
-12,576
| -66% | -$408K | 0.03% | 176 |
|
|
2023
Q2 | $704K | Sell |
18,937
-9,534
| -33% | -$355K | 0.09% | 119 |
|
|
2023
Q1 | $1.11M | Sell |
28,471
-19,138
| -40% | -$744K | 0.16% | 102 |
|
|
2022
Q4 | $1.88M | Sell |
47,609
-40,416
| -46% | -$1.59M | 0.3% | 86 |
|
|
2022
Q3 | $3.34M | Sell |
88,025
-9,890
| -10% | -$375K | 0.57% | 65 |
|
|
2022
Q2 | $4.97M | Sell |
97,915
-2,506
| -2% | -$127K | 0.81% | 42 |
|
|
2022
Q1 | $5.12M | Sell |
100,421
-1,650
| -2% | -$84K | 0.66% | 53 |
|
|
2021
Q4 | $5.3M | Sell |
102,071
-1,717
| -2% | -$89.2K | 0.61% | 57 |
|
|
2021
Q3 | $5.61M | Buy |
103,788
+2,460
| +2% | +$133K | 0.68% | 53 |
|
|
2021
Q2 | $5.68M | Sell |
101,328
-1,361
| -1% | -$76.3K | 0.7% | 51 |
|
|
2021
Q1 | $5.97M | Buy |
102,689
+4,343
| +4% | +$253K | 0.87% | 47 |
|
|
2020
Q4 | $5.78M | Buy |
98,346
+8,553
| +10% | +$503K | 0.92% | 41 |
|
|
2020
Q3 | $5.34M | Buy |
89,793
+1,546
| +2% | +$92K | 1% | 38 |
|
|
2020
Q2 | $4.87M | Buy |
88,247
+3,866
| +5% | +$213K | 1.07% | 40 |
|
|
2020
Q1 | $4.53M | Buy |
84,381
+7,657
| +10% | +$411K | 1.36% | 33 |
|
|
2019
Q4 | $4.71M | Buy |
76,724
+2,306
| +3% | +$142K | 1.26% | 36 |
|
|
2019
Q3 | $4.49M | Buy |
74,418
+17,070
| +30% | +$1.03M | 1.35% | 35 |
|
|
2019
Q2 | $3.28M | Buy |
57,348
+4,698
| +9% | +$268K | 0.99% | 45 |
|
|
2019
Q1 | $3.11M | Buy |
+52,650
| New | +$3.11M | 1.04% | 41 |
|