Phoenix Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
29,343
+3,170
| +12% | +$137K | 0.02% | 215 |
|
2025
Q1 | $1.19M | Buy |
26,173
+3,065
| +13% | +$139K | 0.02% | 206 |
|
2024
Q4 | $924K | Buy |
23,108
+5,344
| +30% | +$214K | 0.01% | 224 |
|
2024
Q3 | $799K | Buy |
17,764
+8,789
| +98% | +$395K | 0.01% | 230 |
|
2024
Q2 | $366K | Buy |
8,975
+2,781
| +45% | +$113K | 0.01% | 273 |
|
2024
Q1 | $259K | Buy |
+6,194
| New | +$259K | ﹤0.01% | 349 |
|
2023
Q2 | – | Sell |
-36,034
| Closed | -$1.4M | – | 353 |
|
2023
Q1 | $1.4M | Hold |
36,034
| – | – | 0.03% | 170 |
|
2022
Q4 | $1.42M | Buy |
+36,034
| New | +$1.42M | 0.03% | 153 |
|
2020
Q2 | – | Sell |
-105,306
| Closed | -$5.53M | – | 366 |
|
2020
Q1 | $5.53M | Buy |
+105,306
| New | +$5.53M | 0.28% | 101 |
|