Meridian Wealth Partners’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 |
-8,436
| Closed | -$348K | – | 116 |
|
2024
Q2 | $348K | Buy |
+8,436
| New | +$348K | 0.06% | 75 |
|
2021
Q2 | – | Sell |
-1,770
| Closed | -$103K | – | 1241 |
|
2021
Q1 | $103K | Sell |
1,770
-1,026
| -37% | -$59.7K | 0.03% | 110 |
|
2020
Q4 | $165K | Buy |
2,796
+124
| +5% | +$7.32K | 0.07% | 70 |
|
2020
Q3 | $159K | Buy |
2,672
+149
| +6% | +$8.87K | 0.08% | 69 |
|
2020
Q2 | $139K | Sell |
2,523
-16
| -0.6% | -$881 | 0.07% | 73 |
|
2020
Q1 | $137K | Sell |
2,539
-161
| -6% | -$8.69K | 0.08% | 70 |
|
2019
Q4 | $166K | Buy |
+2,700
| New | +$166K | 0.1% | 69 |
|