PCS
Personal CFO Solutions’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
73,632
+819
| +1% | +$35.4K | 0.59% | 28 |
|
|
2025
Q1 | $3.3M | Sell |
72,813
-2,370
| -3% | -$108K | 0.67% | 22 |
|
|
2024
Q4 | $3.01M | Buy |
75,183
+941
| +1% | +$37.6K | 0.59% | 24 |
|
|
2024
Q3 | $3.33M | Buy |
74,242
+8,451
| +13% | +$380K | 0.47% | 45 |
|
|
2024
Q2 | $2.71M | Buy |
65,791
+12,010
| +22% | +$495K | 0.42% | 47 |
|
|
2024
Q1 | $2.26M | Buy |
53,781
+4,865
| +10% | +$204K | 0.35% | 53 |
|
|
2023
Q4 | $1.84M | Sell |
48,916
-11,768
| -19% | -$444K | 0.32% | 56 |
|
|
2023
Q3 | $1.97M | Sell |
60,684
-291
| -0.5% | -$9.43K | 0.39% | 55 |
|
|
2023
Q2 | $2.27M | Buy |
60,975
+5,370
| +10% | +$200K | 0.46% | 44 |
|
|
2023
Q1 | $2.16M | Sell |
55,605
-8,734
| -14% | -$340K | 0.45% | 46 |
|
|
2022
Q4 | $2.53M | Buy |
64,339
+7,530
| +13% | +$297K | 0.54% | 35 |
|
|
2022
Q3 | $2.16M | Sell |
56,809
-30,707
| -35% | -$1.17M | 0.54% | 39 |
|
|
2022
Q2 | $4.44M | Sell |
87,516
-509
| -0.6% | -$25.8K | 1.04% | 21 |
|
|
2022
Q1 | $4.48M | Buy |
88,025
+7,053
| +9% | +$359K | 0.88% | 23 |
|
|
2021
Q4 | $4.21M | Buy |
80,972
+2,860
| +4% | +$149K | 0.79% | 24 |
|
|
2021
Q3 | $4.22M | Buy |
78,112
+36
| +0% | +$1.94K | 0.86% | 22 |
|
|
2021
Q2 | $4.38M | Buy |
78,076
+621
| +0.8% | +$34.8K | 0.9% | 22 |
|
|
2021
Q1 | $4.5M | Buy |
77,455
+2,734
| +4% | +$159K | 0.97% | 20 |
|
|
2020
Q4 | $4.39M | Buy |
74,721
+2,894
| +4% | +$170K | 1.09% | 18 |
|
|
2020
Q3 | $4K | Sell |
71,827
-457
| -0.6% | -$25 | 1.33% | 21 |
|
|
2020
Q2 | $3.99M | Buy |
72,284
+4,642
| +7% | +$256K | 1.18% | 14 |
|
|
2020
Q1 | $3.63M | Buy |
67,642
+9,184
| +16% | +$493K | 1.31% | 11 |
|
|
2019
Q4 | $3.59M | Sell |
58,458
-107
| -0.2% | -$6.57K | 1.03% | 16 |
|
|
2019
Q3 | $3.54M | Buy |
+58,565
| New | +$3.54M | 1.41% | 11 |
|