Sage Investment Advisers’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $451K | Buy |
10,043
+696
| +7% | +$31.3K | 0.47% | 46 |
|
|
2024
Q2 | $385K | Buy |
9,347
+1,320
| +16% | +$54.4K | 0.44% | 48 |
|
|
2024
Q1 | $337K | Buy |
8,027
+1,405
| +21% | +$59K | 0.39% | 52 |
|
|
2023
Q4 | $250K | Sell |
6,622
-739
| -10% | -$27.9K | 0.3% | 54 |
|
|
2023
Q3 | $239K | Buy |
7,361
+733
| +11% | +$23.8K | 0.33% | 51 |
|
|
2023
Q2 | $246K | Buy |
6,628
+245
| +4% | +$9.11K | 0.33% | 51 |
|
|
2023
Q1 | $248K | Buy |
6,383
+359
| +6% | +$14K | 0.33% | 50 |
|
|
2022
Q4 | $237K | Sell |
6,024
-1,073
| -15% | -$42.3K | 0.34% | 55 |
|
|
2022
Q3 | $269K | Sell |
7,097
-218
| -3% | -$8.26K | 0.42% | 51 |
|
|
2022
Q2 | $371K | Sell |
7,315
-574
| -7% | -$29.1K | 0.58% | 42 |
|
|
2022
Q1 | $402K | Buy |
7,889
+761
| +11% | +$38.8K | 0.53% | 49 |
|
|
2021
Q4 | $370K | Buy |
+7,128
| New | +$370K | 0.48% | 49 |
|