Lyell Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $206K | Sell |
|
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|
2023
Q2 | $704K | Sell |
|
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $3.34M | Sell |
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|
2022
Q2 | $4.97M | Sell |
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|
2022
Q1 | $5.12M | Sell |
|
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|
2021
Q4 | $5.3M | Sell |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $5.68M | Sell |
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|
2021
Q1 | $5.97M | Buy |
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|
2020
Q4 | $5.78M | Buy |
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|
2020
Q3 | $5.34M | Buy |
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|
2020
Q2 | $4.87M | Buy |
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|
2020
Q1 | $4.53M | Buy |
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|
2019
Q4 | $4.71M | Buy |
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|
2019
Q3 | $4.49M | Buy |
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|
2019
Q2 | $3.28M | Buy |
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|
2019
Q1 | $3.11M | Buy |
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