Massachusetts 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 |
-17,939
| Closed | -$740K | – | 97 |
|
|
2024
Q2 | $740K | Sell |
17,939
-2,435
| -12% | -$100K | 0.5% | 68 |
|
|
2024
Q1 | $855K | Hold |
20,374
| – | – | 0.6% | 62 |
|
|
2023
Q4 | $768K | Sell |
20,374
-2,993
| -13% | -$113K | 0.62% | 64 |
|
|
2023
Q3 | $757K | Buy |
23,367
+3,855
| +20% | +$125K | 0.7% | 56 |
|
|
2023
Q2 | $726K | Buy |
19,512
+742
| +4% | +$27.6K | 0.69% | 55 |
|
|
2023
Q1 | $730K | Sell |
18,770
-100
| -0.5% | -$3.89K | 0.75% | 51 |
|
|
2022
Q4 | $784K | Buy |
+18,870
| New | +$784K | 0.76% | 50 |
|