Penobscot Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,731
| Closed | -$651K | – | 69 |
|
|
2023
Q1 | $651K | Buy |
16,731
+2,342
| +16% | +$91.1K | 0.51% | 39 |
|
|
2022
Q4 | $567K | Buy |
14,389
+1,530
| +12% | +$60.3K | 0.49% | 41 |
|
|
2022
Q3 | $488K | Buy |
12,859
+997
| +8% | +$37.8K | 0.47% | 44 |
|
|
2022
Q2 | $602K | Sell |
11,862
-400
| -3% | -$20.3K | 0.59% | 37 |
|
|
2022
Q1 | $625K | Sell |
12,262
-21,602
| -64% | -$1.1M | 0.56% | 34 |
|
|
2021
Q4 | $1.76M | Sell |
33,864
-377
| -1% | -$19.6K | 1.5% | 20 |
|
|
2021
Q3 | $1.85M | Buy |
34,241
+2,124
| +7% | +$115K | 1.71% | 18 |
|
|
2021
Q2 | $1.8M | Buy |
+32,117
| New | +$1.8M | 1.73% | 16 |
|