McClarren Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,034
| Closed | -$47K | – | 299 |
|
|
2025
Q1 | $47K | Sell |
1,034
-2
| -0.2% | -$91 | 0.03% | 140 |
|
|
2024
Q4 | $41K | Sell |
1,036
-25
| -2% | -$989 | 0.12% | 92 |
|
|
2024
Q3 | $59 | Buy |
1,061
+938
| +763% | +$52 | 0.01% | 115 |
|
|
2024
Q2 | $41K | Sell |
123
-1,017
| -89% | -$339K | 0.03% | 159 |
|
|
2024
Q1 | $48K | Buy |
1,140
+19
| +2% | +$800 | 0.03% | 147 |
|
|
2023
Q4 | $42K | Buy |
1,121
+21
| +2% | +$787 | 0.03% | 170 |
|
|
2023
Q3 | $35K | Buy |
1,100
+21
| +2% | +$668 | 0.03% | 173 |
|
|
2023
Q2 | $40K | Buy |
1,079
+18
| +2% | +$667 | 0.03% | 166 |
|
|
2023
Q1 | $40K | Sell |
1,061
-2,069
| -66% | -$78K | 0.04% | 162 |
|
|
2022
Q4 | $123K | Sell |
3,130
-685
| -18% | -$26.9K | 0.12% | 90 |
|
|
2022
Q3 | $144K | Buy |
+3,815
| New | +$144K | 0.14% | 74 |
|
|
2022
Q2 | – | Sell |
-1,632
| Closed | -$83K | – | 288 |
|
|
2022
Q1 | $83K | Sell |
1,632
-324
| -17% | -$16.5K | 0.06% | 96 |
|
|
2021
Q4 | $102K | Buy |
1,956
+250
| +15% | +$13K | 0.07% | 99 |
|
|
2021
Q3 | $92K | Sell |
1,706
-123
| -7% | -$6.63K | 0.07% | 83 |
|
|
2021
Q2 | $102K | Sell |
1,829
-62
| -3% | -$3.46K | 0.08% | 76 |
|
|
2021
Q1 | $110K | Sell |
1,891
-118
| -6% | -$6.86K | 0.1% | 74 |
|
|
2020
Q4 | $111K | Buy |
+2,009
| New | +$111K | 0.11% | 72 |
|