Petra Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $241K | Buy |
5,568
+163
| +3% | +$7.05K | 0.15% | 128 |
|
2025
Q1 | $245K | Sell |
5,405
-285
| -5% | -$12.9K | 0.2% | 110 |
|
2024
Q4 | $228K | Sell |
5,690
-988
| -15% | -$39.5K | 0.15% | 127 |
|
2024
Q3 | $300K | Sell |
6,678
-1,667
| -20% | -$74.9K | 0.2% | 112 |
|
2024
Q2 | $344K | Sell |
8,345
-43
| -0.5% | -$1.77K | 0.25% | 92 |
|
2024
Q1 | $340K | Buy |
8,388
+2,451
| +41% | +$99.5K | 0.25% | 93 |
|
2023
Q4 | $224K | Sell |
5,937
-2,857
| -32% | -$108K | 0.19% | 105 |
|
2023
Q3 | $285K | Buy |
8,794
+1,498
| +21% | +$48.5K | 0.24% | 97 |
|
2023
Q2 | $271K | Sell |
7,296
-3,014
| -29% | -$112K | 0.24% | 92 |
|
2023
Q1 | $401K | Buy |
10,310
+600
| +6% | +$23.3K | 0.4% | 48 |
|
2022
Q4 | $383K | Buy |
+9,710
| New | +$383K | 0.42% | 59 |
|