MBE Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
7,486
+112
| +2% | +$4.85K | 0.14% | 88 |
|
|
2025
Q1 | $334K | Buy |
7,374
+1,686
| +30% | +$76.5K | 0.16% | 81 |
|
|
2024
Q4 | $227K | Buy |
5,688
+12
| +0.2% | +$480 | 0.13% | 89 |
|
|
2024
Q3 | $255K | Sell |
5,676
-164
| -3% | -$7.37K | 0.14% | 78 |
|
|
2024
Q2 | $241K | Buy |
5,840
+927
| +19% | +$38.2K | 0.15% | 76 |
|
|
2024
Q1 | $206K | Buy |
+4,913
| New | +$206K | 0.13% | 83 |
|
|
2022
Q3 | – | Sell |
-4,973
| Closed | -$252K | – | 64 |
|
|
2022
Q2 | $252K | Buy |
+4,973
| New | +$252K | 0.18% | 54 |
|
|
2022
Q1 | – | Sell |
-3,997
| Closed | -$208K | – | 73 |
|
|
2021
Q4 | $208K | Buy |
3,997
+259
| +7% | +$13.5K | 0.11% | 62 |
|
|
2021
Q3 | $202K | Buy |
+3,738
| New | +$202K | 0.1% | 60 |
|
|
2021
Q2 | – | Sell |
-3,965
| Closed | -$231K | – | 69 |
|
|
2021
Q1 | $231K | Buy |
3,965
+70
| +2% | +$4.08K | 0.13% | 49 |
|
|
2020
Q4 | $228K | Buy |
3,895
+4
| +0.1% | +$234 | 0.15% | 47 |
|
|
2020
Q3 | $214K | Hold |
3,891
| – | – | 0.18% | 44 |
|
|
2020
Q2 | $214K | Buy |
3,891
+93
| +2% | +$5.12K | 0.18% | 44 |
|
|
2020
Q1 | $204K | Sell |
3,798
-193
| -5% | -$10.4K | 0.19% | 36 |
|
|
2019
Q4 | $245K | Buy |
+3,991
| New | +$245K | 0.25% | 34 |
|