McElhenny Sheffield Capital 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 | $256K | Sell |
5,913
-6
| -0.1% | -$260 | 0.07% | 92 |
|
|
2025
Q1 | $268K | Sell |
5,919
-1,002
| -14% | -$45.5K | 0.1% | 89 |
|
|
2024
Q4 | $277K | Buy |
6,921
+937
| +16% | +$37.5K | 0.09% | 87 |
|
|
2024
Q3 | $269K | Sell |
5,984
-343
| -5% | -$15.4K | 0.09% | 90 |
|
|
2024
Q2 | $261K | Buy |
6,327
+5
| +0.1% | +$206 | 0.09% | 83 |
|
|
2024
Q1 | $265K | Buy |
6,322
+16
| +0.3% | +$671 | 0.09% | 86 |
|
|
2023
Q4 | $238K | Sell |
6,306
-17
| -0.3% | -$641 | 0.1% | 83 |
|
|
2023
Q3 | $205K | Sell |
6,323
-1,658
| -21% | -$53.7K | 0.1% | 89 |
|
|
2023
Q2 | $297K | Buy |
7,981
+130
| +2% | +$4.84K | 0.13% | 72 |
|
|
2023
Q1 | $305K | Buy |
7,851
+240
| +3% | +$9.33K | 0.16% | 69 |
|
|
2022
Q4 | $300K | Sell |
7,611
-20,459
| -73% | -$806K | 0.14% | 64 |
|
|
2022
Q3 | $1.07M | Buy |
28,070
+2,036
| +8% | +$77.3K | 0.81% | 19 |
|
|
2022
Q2 | $1.32M | Buy |
26,034
+2,108
| +9% | +$107K | 0.62% | 15 |
|
|
2022
Q1 | $1.22M | Buy |
23,926
+15,730
| +192% | +$801K | 0.43% | 22 |
|
|
2021
Q4 | $426K | Buy |
8,196
+203
| +3% | +$10.6K | 0.16% | 77 |
|
|
2021
Q3 | $432K | Buy |
+7,993
| New | +$432K | 0.2% | 80 |
|