MBL Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
11,254
+789
| +8% | +$34.1K | 0.05% | 142 |
|
|
2025
Q1 | $475K | Sell |
10,465
-5,397
| -34% | -$245K | 0.05% | 135 |
|
|
2024
Q4 | $634K | Buy |
15,862
+1,323
| +9% | +$52.9K | 0.06% | 124 |
|
|
2024
Q3 | $653K | Sell |
14,539
-127
| -0.9% | -$5.7K | 0.07% | 119 |
|
|
2024
Q2 | $605K | Buy |
14,666
+728
| +5% | +$30K | 0.07% | 117 |
|
|
2024
Q1 | $585K | Sell |
13,938
-1,091
| -7% | -$45.8K | 0.07% | 119 |
|
|
2023
Q4 | $567K | Buy |
15,029
+7,442
| +98% | +$281K | 0.07% | 110 |
|
|
2023
Q3 | $246K | Buy |
7,587
+1,545
| +26% | +$50.1K | 0.03% | 150 |
|
|
2023
Q2 | $225K | Sell |
6,042
-550
| -8% | -$20.5K | 0.03% | 158 |
|
|
2023
Q1 | $256K | Buy |
+6,592
| New | +$256K | 0.04% | 136 |
|
|
2022
Q3 | – | Sell |
-4,948
| Closed | -$251K | – | 176 |
|
|
2022
Q2 | $251K | Sell |
4,948
-1,124
| -19% | -$57K | 0.06% | 120 |
|
|
2022
Q1 | $309K | Buy |
+6,072
| New | +$309K | 0.08% | 130 |
|
|
2021
Q1 | $594K | Buy |
10,217
+1,395
| +16% | +$81.1K | 0.21% | 74 |
|
|
2020
Q4 | $518K | Buy |
+8,822
| New | +$518K | 0.21% | 71 |
|