Schechter Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $675K | Buy |
14,879
+2,107
| +16% | +$95.6K | 0.06% | 301 |
|
|
2024
Q4 | $511K | Sell |
12,772
-1,690
| -12% | -$67.6K | 0.04% | 381 |
|
|
2024
Q3 | $649K | Buy |
14,462
+2,931
| +25% | +$132K | 0.05% | 344 |
|
|
2024
Q2 | $476K | Buy |
11,531
+3,944
| +52% | +$163K | 0.04% | 380 |
|
|
2024
Q1 | $318K | Buy |
+7,587
| New | +$318K | 0.02% | 484 |
|
|
2023
Q3 | – | Sell |
-11,503
| Closed | -$428K | – | 676 |
|
|
2023
Q2 | $428K | Sell |
11,503
-5,447
| -32% | -$203K | 0.04% | 412 |
|
|
2023
Q1 | $659K | Sell |
16,950
-3,120
| -16% | -$121K | 0.06% | 349 |
|
|
2022
Q4 | $791K | Sell |
20,070
-794
| -4% | -$31.3K | 0.07% | 366 |
|
|
2022
Q3 | $792K | Sell |
20,864
-10,063
| -33% | -$382K | 0.08% | 357 |
|
|
2022
Q2 | $1.57M | Buy |
30,927
+13,404
| +76% | +$680K | 0.15% | 141 |
|
|
2022
Q1 | $893K | Sell |
17,523
-2,494
| -12% | -$127K | 0.08% | 343 |
|
|
2021
Q4 | $1.04M | Buy |
+20,017
| New | +$1.04M | 0.09% | 288 |
|