Ridgecrest Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Sell |
20,254
-1,025
| -5% | -$44.4K | 0.46% | 45 |
|
|
2025
Q1 | $965K | Buy |
21,279
+515
| +2% | +$23.4K | 0.51% | 40 |
|
|
2024
Q4 | $830K | Sell |
20,764
-803
| -4% | -$32.1K | 0.45% | 42 |
|
|
2024
Q3 | $969K | Buy |
21,567
+281
| +1% | +$12.6K | 0.5% | 42 |
|
|
2024
Q2 | $878K | Sell |
21,286
-1,503
| -7% | -$62K | 0.53% | 38 |
|
|
2024
Q1 | $956K | Sell |
22,789
-477
| -2% | -$20K | 0.57% | 39 |
|
|
2023
Q4 | $877K | Sell |
23,266
-5,775
| -20% | -$218K | 0.58% | 38 |
|
|
2023
Q3 | $941K | Sell |
29,041
-2,761
| -9% | -$89.5K | 0.66% | 31 |
|
|
2023
Q2 | $1.18M | Sell |
31,802
-1,692
| -5% | -$62.9K | 0.78% | 27 |
|
|
2023
Q1 | $1.3M | Buy |
33,494
+3,716
| +12% | +$145K | 0.93% | 26 |
|
|
2022
Q4 | $1.17M | Sell |
29,778
-5,320
| -15% | -$210K | 0.89% | 29 |
|
|
2022
Q3 | $1.33M | Buy |
35,098
+675
| +2% | +$25.6K | 1.09% | 22 |
|
|
2022
Q2 | $1.75M | Buy |
34,423
+16
| +0% | +$812 | 1.27% | 21 |
|
|
2022
Q1 | $1.75M | Sell |
34,407
-1,749
| -5% | -$89.1K | 1.11% | 25 |
|
|
2021
Q4 | $1.88M | Buy |
36,156
+2,865
| +9% | +$149K | 0.91% | 26 |
|
|
2021
Q3 | $1.8M | Buy |
33,291
+3,005
| +10% | +$162K | 0.98% | 27 |
|
|
2021
Q2 | $1.7M | Buy |
30,286
+5,203
| +21% | +$292K | 1.06% | 26 |
|
|
2021
Q1 | $1.46M | Buy |
+25,083
| New | +$1.46M | 1.39% | 23 |
|