Mezzasalma Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,888
| Closed | -$331K | – | 107 |
|
|
2024
Q1 | $331K | Sell |
7,888
-6,339
| -45% | -$266K | 0.16% | 71 |
|
|
2023
Q4 | $536K | Sell |
14,227
-479
| -3% | -$18.1K | 0.29% | 44 |
|
|
2023
Q3 | $477K | Sell |
14,706
-1,986
| -12% | -$64.4K | 0.29% | 46 |
|
|
2023
Q2 | $621K | Buy |
16,692
+2,043
| +14% | +$76K | 0.38% | 40 |
|
|
2023
Q1 | $570K | Buy |
14,649
+849
| +6% | +$33K | 0.4% | 41 |
|
|
2022
Q4 | $544K | Sell |
13,800
-760
| -5% | -$29.9K | 0.47% | 40 |
|
|
2022
Q3 | $553K | Sell |
14,560
-227
| -2% | -$8.62K | 0.44% | 35 |
|
|
2022
Q2 | $750K | Hold |
14,787
| – | – | 0.63% | 32 |
|
|
2022
Q1 | $753K | Buy |
14,787
+4,100
| +38% | +$209K | 0.47% | 35 |
|
|
2021
Q4 | $555K | Buy |
10,687
+191
| +2% | +$9.92K | 0.3% | 45 |
|
|
2021
Q3 | $567K | Hold |
10,496
| – | – | 0.32% | 44 |
|
|
2021
Q2 | $588K | Sell |
10,496
-152
| -1% | -$8.52K | 0.32% | 43 |
|
|
2021
Q1 | $619K | Sell |
10,648
-40
| -0.4% | -$2.33K | 0.4% | 42 |
|
|
2020
Q4 | $628K | Buy |
+10,688
| New | +$628K | 0.4% | 43 |
|