Schubert & Co’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
5,167
+311
| +6% | +$13.5K | 0.16% | 67 |
|
|
2025
Q1 | $220K | Buy |
+4,856
| New | +$220K | 0.15% | 60 |
|
|
2024
Q4 | – | Sell |
-4,579
| Closed | -$206K | – | 74 |
|
|
2024
Q3 | $206K | Buy |
+4,579
| New | +$206K | 0.15% | 62 |
|
|
2023
Q3 | – | Sell |
-5,521
| Closed | -$205K | – | 37 |
|
|
2023
Q2 | $205K | Sell |
5,521
-335
| -6% | -$12.5K | 0.19% | 34 |
|
|
2023
Q1 | $228K | Sell |
5,856
-1,470
| -20% | -$57.2K | 0.2% | 32 |
|
|
2022
Q4 | $289K | Sell |
7,326
-372
| -5% | -$14.7K | 0.26% | 22 |
|
|
2022
Q3 | $292K | Sell |
7,698
-675
| -8% | -$25.6K | 0.28% | 21 |
|
|
2022
Q2 | $425K | Buy |
8,373
+500
| +6% | +$25.4K | 0.4% | 16 |
|
|
2022
Q1 | $401K | Buy |
7,873
+361
| +5% | +$18.4K | 0.44% | 14 |
|
|
2021
Q4 | $390K | Buy |
+7,512
| New | +$390K | 0.4% | 14 |
|