Morton Brown Family 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 | $14K | Hold |
324
| – | – | ﹤0.01% | 170 |
|
|
2025
Q1 | $14.7K | Sell |
324
-51
| -14% | -$2.31K | 0.01% | 166 |
|
|
2024
Q4 | $15K | Sell |
375
-200
| -35% | -$8K | 0.01% | 152 |
|
|
2024
Q3 | $25.8K | Buy |
575
+200
| +53% | +$8.98K | 0.01% | 122 |
|
|
2024
Q2 | $15.8K | Hold |
375
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $15.7K | Sell |
375
-488
| -57% | -$20.5K | 0.01% | 131 |
|
|
2023
Q4 | $32.5K | Buy |
863
+488
| +130% | +$18.4K | 0.01% | 125 |
|
|
2023
Q3 | $12.2K | Hold |
375
| – | – | 0.01% | 118 |
|
|
2023
Q2 | $13.9K | Hold |
375
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $14.6K | Hold |
375
| – | – | 0.01% | 113 |
|
|
2022
Q4 | $14.8K | Sell |
375
-184
| -33% | -$7.25K | 0.01% | 105 |
|
|
2022
Q3 | $21K | Sell |
559
-205
| -27% | -$7.7K | 0.02% | 90 |
|
|
2022
Q2 | $39K | Buy |
764
+38
| +5% | +$1.94K | 0.03% | 72 |
|
|
2022
Q1 | $37K | Buy |
726
+379
| +109% | +$19.3K | 0.03% | 79 |
|
|
2021
Q4 | $18K | Buy |
+347
| New | +$18K | 0.01% | 106 |
|