Northern Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
11,070
+513
| +5% | +$22.2K | 0.36% | 74 |
|
|
2025
Q1 | $479K | Sell |
10,557
-1,142
| -10% | -$51.8K | 0.4% | 76 |
|
|
2024
Q4 | $468K | Sell |
11,699
-1,216
| -9% | -$48.6K | 0.37% | 74 |
|
|
2024
Q3 | $580K | Sell |
12,915
-440
| -3% | -$19.8K | 0.44% | 69 |
|
|
2024
Q2 | $551K | Sell |
13,355
-3,302
| -20% | -$136K | 0.44% | 70 |
|
|
2024
Q1 | $699K | Buy |
16,657
+6,739
| +68% | +$283K | 0.55% | 61 |
|
|
2023
Q4 | $374K | Buy |
+9,918
| New | +$374K | 0.31% | 87 |
|
|
2023
Q3 | – | Sell |
-12,141
| Closed | -$452K | – | 117 |
|
|
2023
Q2 | $452K | Buy |
12,141
+4,068
| +50% | +$151K | 0.4% | 74 |
|
|
2023
Q1 | $314K | Sell |
8,073
-2,459
| -23% | -$95.6K | 0.3% | 84 |
|
|
2022
Q4 | $415K | Buy |
+10,532
| New | +$415K | 0.47% | 63 |
|