Old North State Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
46,606
+2,388
| +5% | +$103K | 1.05% | 33 |
|
|
2025
Q1 | $2.01M | Buy |
44,218
+2,599
| +6% | +$118K | 1.12% | 33 |
|
|
2024
Q4 | $1.67M | Buy |
41,619
+6,641
| +19% | +$266K | 0.94% | 37 |
|
|
2024
Q3 | $1.57M | Buy |
34,978
+4,550
| +15% | +$204K | 0.88% | 38 |
|
|
2024
Q2 | $1.26M | Buy |
30,428
+3,465
| +13% | +$143K | 0.83% | 42 |
|
|
2024
Q1 | $1.13M | Buy |
26,963
+12,944
| +92% | +$543K | 0.74% | 42 |
|
|
2023
Q4 | $529K | Buy |
14,019
+2,394
| +21% | +$90.3K | 0.39% | 55 |
|
|
2023
Q3 | $377K | Buy |
11,625
+1,821
| +19% | +$59.1K | 0.33% | 56 |
|
|
2023
Q2 | $365K | Buy |
9,804
+176
| +2% | +$6.55K | 0.32% | 55 |
|
|
2023
Q1 | $375K | Buy |
9,628
+4,035
| +72% | +$157K | 0.35% | 53 |
|
|
2022
Q4 | $221K | Buy |
+5,593
| New | +$221K | 0.22% | 61 |
|
|
2022
Q3 | – | Sell |
-4,965
| Closed | -$252K | – | 60 |
|
|
2022
Q2 | $252K | Buy |
4,965
+497
| +11% | +$25.3K | 0.29% | 52 |
|
|
2022
Q1 | $228K | Buy |
4,468
+123
| +3% | +$6.27K | 0.23% | 55 |
|
|
2021
Q4 | $226K | Buy |
+4,345
| New | +$226K | 0.23% | 53 |
|