Second Half Financial 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 | $202K | Sell |
4,679
-10
| -0.2% | -$433 | 0.1% | 85 |
|
|
2025
Q1 | $213K | Sell |
4,689
-348
| -7% | -$15.8K | 0.11% | 79 |
|
|
2024
Q4 | $201K | Sell |
5,037
-50
| -1% | -$2K | 0.1% | 93 |
|
|
2024
Q3 | $228K | Buy |
5,087
+16
| +0.3% | +$719 | 0.12% | 86 |
|
|
2024
Q2 | $209K | Buy |
+5,071
| New | +$209K | 0.17% | 37 |
|
|
2023
Q3 | – | Sell |
-72,295
| Closed | -$2.69M | – | 143 |
|
|
2023
Q2 | $2.69M | Buy |
+72,295
| New | +$2.69M | 0.61% | 54 |
|
|
2022
Q3 | – | Sell |
-62,530
| Closed | -$3.64M | – | 66 |
|
|
2022
Q2 | $3.64M | Hold |
62,530
| – | – | 2.8% | 19 |
|
|
2022
Q1 | $3.64M | Buy |
+62,530
| New | +$3.64M | 2.8% | 19 |
|