Palumbo 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 | $245K | Buy |
5,667
+168
| +3% | +$7.27K | 0.08% | 160 |
|
|
2025
Q1 | $249K | Buy |
+5,499
| New | +$249K | 0.08% | 150 |
|
|
2024
Q4 | – | Sell |
-4,975
| Closed | -$223K | – | 193 |
|
|
2024
Q3 | $223K | Buy |
4,975
+3
| +0.1% | +$135 | 0.09% | 133 |
|
|
2024
Q2 | $205K | Sell |
4,972
-27
| -0.5% | -$1.11K | 0.09% | 128 |
|
|
2024
Q1 | $210K | Buy |
+4,999
| New | +$210K | 0.09% | 119 |
|
|
2023
Q3 | – | Sell |
-5,650
| Closed | -$210K | – | 119 |
|
|
2023
Q2 | $210K | Sell |
5,650
-7,845
| -58% | -$292K | 0.13% | 100 |
|
|
2023
Q1 | $525K | Sell |
13,495
-606
| -4% | -$23.6K | 0.35% | 54 |
|
|
2022
Q4 | $556K | Buy |
14,101
+457
| +3% | +$18K | 0.44% | 51 |
|
|
2022
Q3 | $518K | Buy |
13,644
+281
| +2% | +$10.7K | 0.44% | 49 |
|
|
2022
Q2 | $678K | Buy |
13,363
+852
| +7% | +$43.2K | 0.54% | 45 |
|
|
2022
Q1 | $637K | Buy |
12,511
+375
| +3% | +$19.1K | 0.41% | 53 |
|
|
2021
Q4 | $631K | Buy |
12,136
+523
| +5% | +$27.2K | 0.4% | 56 |
|
|
2021
Q3 | $627K | Sell |
11,613
-782
| -6% | -$42.2K | 0.41% | 54 |
|
|
2021
Q2 | $694K | Buy |
12,395
+477
| +4% | +$26.7K | 0.47% | 57 |
|
|
2021
Q1 | $693K | Buy |
11,918
+1,018
| +9% | +$59.2K | 0.52% | 51 |
|
|
2020
Q4 | $640K | Buy |
+10,900
| New | +$640K | 0.52% | 47 |
|