QP 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
Q3 | $528K | Buy |
16,278
+1,067
| +7% | +$34.6K | 0.92% | 37 |
|
|
2023
Q2 | $566K | Buy |
15,211
+3,012
| +25% | +$112K | 0.9% | 37 |
|
|
2023
Q1 | $474K | Buy |
12,199
+5,685
| +87% | +$221K | 0.78% | 39 |
|
|
2022
Q4 | $257K | Sell |
6,514
-12,207
| -65% | -$481K | 0.4% | 56 |
|
|
2022
Q3 | $723K | Buy |
18,721
+1,530
| +9% | +$59.1K | 1.04% | 33 |
|
|
2022
Q2 | $872K | Sell |
17,191
-1,425
| -8% | -$72.3K | 1.19% | 30 |
|
|
2022
Q1 | $948K | Buy |
18,616
+1,500
| +9% | +$76.4K | 1.06% | 33 |
|
|
2021
Q4 | $889K | Sell |
17,116
-1,130
| -6% | -$58.7K | 0.94% | 35 |
|
|
2021
Q3 | $985K | Sell |
18,246
-220
| -1% | -$11.9K | 1.06% | 33 |
|
|
2021
Q2 | $1.04M | Buy |
18,466
+718
| +4% | +$40.2K | 1.06% | 33 |
|
|
2021
Q1 | $1.03M | Buy |
17,748
+360
| +2% | +$20.9K | 1.12% | 32 |
|
|
2020
Q4 | $1.02M | Buy |
17,388
+985
| +6% | +$57.9K | 1.13% | 29 |
|
|
2020
Q3 | $976K | Sell |
16,403
-30
| -0.2% | -$1.79K | 1.25% | 26 |
|
|
2020
Q2 | $906K | Sell |
16,433
-2,130
| -11% | -$117K | 1.25% | 31 |
|
|
2020
Q1 | $1.07M | Sell |
18,563
-100
| -0.5% | -$5.76K | 1.55% | 24 |
|
|
2019
Q4 | $1.11M | Buy |
+18,663
| New | +$1.11M | 1.35% | 25 |
|