Maltin 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
Q1 | – | Sell |
-5,623
| Closed | -$212K | – | 126 |
|
2023
Q4 | $212K | Buy |
+5,623
| New | +$212K | 0.14% | 109 |
|
2023
Q3 | – | Sell |
-32,534
| Closed | -$1.21M | – | 116 |
|
2023
Q2 | $1.21M | Sell |
32,534
-22,521
| -41% | -$838K | 0.86% | 39 |
|
2023
Q1 | $2.14M | Buy |
55,055
+28,339
| +106% | +$1.1M | 1.54% | 19 |
|
2022
Q4 | $1.05M | Buy |
26,716
+18,636
| +231% | +$734K | 0.77% | 43 |
|
2022
Q3 | $307K | Sell |
8,080
-24,273
| -75% | -$922K | 0.24% | 87 |
|
2022
Q2 | $1.64M | Sell |
32,353
-14,167
| -30% | -$719K | 1.19% | 30 |
|
2022
Q1 | $2.37M | Buy |
46,520
+19,466
| +72% | +$992K | 1.57% | 14 |
|
2021
Q4 | $1.41M | Buy |
27,054
+8,393
| +45% | +$436K | 0.85% | 39 |
|
2021
Q3 | $1.01M | Buy |
18,661
+867
| +5% | +$46.8K | 0.62% | 45 |
|
2021
Q2 | $997K | Sell |
17,794
-10,232
| -37% | -$573K | 0.61% | 46 |
|
2021
Q1 | $1.63M | Buy |
28,026
+2,921
| +12% | +$170K | 1.06% | 30 |
|
2020
Q4 | $1.48M | Buy |
25,105
+2,768
| +12% | +$163K | 1.03% | 31 |
|
2020
Q3 | $1.33M | Buy |
22,337
+14,423
| +182% | +$858K | 0.95% | 35 |
|
2020
Q2 | $436K | Buy |
7,914
+369
| +5% | +$20.3K | 0.33% | 59 |
|
2020
Q1 | $405K | Buy |
7,545
+68
| +0.9% | +$3.65K | 0.34% | 56 |
|
2019
Q4 | $459K | Buy |
+7,477
| New | +$459K | 0.3% | 47 |
|