Peak Financial 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 | $467K | Sell |
10,798
-103
| -0.9% | -$4.46K | 0.13% | 58 |
|
|
2025
Q1 | $494K | Hold |
10,901
| – | – | 0.15% | 53 |
|
|
2024
Q4 | $436K | Sell |
10,901
-572
| -5% | -$22.9K | 0.13% | 62 |
|
|
2024
Q3 | $515K | Buy |
11,473
+377
| +3% | +$16.9K | 0.15% | 55 |
|
|
2024
Q2 | $458K | Buy |
11,096
+543
| +5% | +$22.4K | 0.14% | 55 |
|
|
2024
Q1 | $443K | Sell |
10,553
-797
| -7% | -$33.4K | 0.14% | 57 |
|
|
2023
Q4 | $428K | Buy |
+11,350
| New | +$428K | 0.14% | 55 |
|
|
2020
Q4 | – | Sell |
-12,661
| Closed | -$753K | – | 68 |
|
|
2020
Q3 | $753K | Buy |
12,661
+2,587
| +26% | +$154K | 0.33% | 37 |
|
|
2020
Q2 | $555K | Hold |
10,074
| – | – | 0.26% | 37 |
|
|
2020
Q1 | $541K | Buy |
10,074
+475
| +5% | +$25.5K | 0.28% | 36 |
|
|
2019
Q4 | $589K | Hold |
9,599
| – | – | 0.25% | 37 |
|
|
2019
Q3 | $579K | Sell |
9,599
-331
| -3% | -$20K | 0.26% | 35 |
|
|
2019
Q2 | $567K | Buy |
9,930
+795
| +9% | +$45.4K | 0.25% | 37 |
|
|
2019
Q1 | $540K | Buy |
9,135
+331
| +4% | +$19.6K | 0.25% | 37 |
|
|
2018
Q4 | $495K | Sell |
8,804
-171
| -2% | -$9.61K | 0.24% | 36 |
|
|
2018
Q3 | $479K | Buy |
8,975
+171
| +2% | +$9.13K | 0.22% | 35 |
|
|
2018
Q2 | $443K | Hold |
8,804
| – | – | 0.2% | 37 |
|
|
2018
Q1 | $421K | Sell |
8,804
-965
| -10% | -$46.1K | 0.2% | 36 |
|
|
2017
Q4 | $517K | Hold |
9,769
| – | – | 0.2% | 36 |
|
|
2017
Q3 | $483K | Buy |
9,769
+144
| +1% | +$7.12K | 0.19% | 32 |
|
|
2017
Q2 | $430K | Hold |
9,625
| – | – | 0.17% | 30 |
|
|
2017
Q1 | $469K | Buy |
9,625
+421
| +5% | +$20.5K | 0.19% | 28 |
|
|
2016
Q4 | $491K | Hold |
9,204
| – | – | 0.21% | 27 |
|
|
2016
Q3 | $478K | Sell |
9,204
-66
| -0.7% | -$3.43K | 0.21% | 22 |
|
|
2016
Q2 | $518K | Buy |
+9,270
| New | +$518K | 0.23% | 24 |
|