Mitchell & Pahl Private 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 | $2.46M | Buy |
56,807
+1,095
| +2% | +$47.4K | 1.09% | 33 |
|
2025
Q1 | $2.53M | Buy |
55,712
+1,726
| +3% | +$78.3K | 1.18% | 29 |
|
2024
Q4 | $2.16M | Buy |
53,986
+2,945
| +6% | +$118K | 1.01% | 37 |
|
2024
Q3 | $2.29M | Buy |
51,041
+1,052
| +2% | +$47.2K | 1.07% | 29 |
|
2024
Q2 | $2.06M | Buy |
49,989
+22
| +0% | +$907 | 1.09% | 27 |
|
2024
Q1 | $2.1M | Buy |
49,967
+2,992
| +6% | +$126K | 1.1% | 27 |
|
2023
Q4 | $1.77M | Sell |
46,975
-2,550
| -5% | -$96.1K | 1.01% | 33 |
|
2023
Q3 | $1.61M | Buy |
49,525
+4,614
| +10% | +$150K | 0.95% | 37 |
|
2023
Q2 | $1.67M | Buy |
44,911
+3,002
| +7% | +$112K | 1.01% | 31 |
|
2023
Q1 | $1.63M | Buy |
41,909
+2,395
| +6% | +$93.1K | 1.02% | 29 |
|
2022
Q4 | $1.56M | Buy |
39,514
+2,876
| +8% | +$113K | 1.02% | 30 |
|
2022
Q3 | $1.39M | Buy |
36,638
+2,000
| +6% | +$75.9K | 1.03% | 27 |
|
2022
Q2 | $1.76M | Buy |
34,638
+2,233
| +7% | +$113K | 1.22% | 19 |
|
2022
Q1 | $1.65M | Buy |
32,405
+1,884
| +6% | +$96K | 1.05% | 24 |
|
2021
Q4 | $1.59M | Buy |
30,521
+856
| +3% | +$44.5K | 1.02% | 29 |
|
2021
Q3 | $1.6M | Buy |
29,665
+285
| +1% | +$15.4K | 1.15% | 25 |
|
2021
Q2 | $1.65M | Buy |
29,380
+476
| +2% | +$26.7K | 1.18% | 24 |
|
2021
Q1 | $1.68M | Buy |
28,904
+876
| +3% | +$50.9K | 1.3% | 19 |
|
2020
Q4 | $1.65M | Buy |
+28,028
| New | +$1.65M | 1.38% | 15 |
|