Semus Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,502
| Closed | -$202K | – | 125 |
|
|
2024
Q3 | $202K | Sell |
4,502
-599
| -12% | -$26.9K | 0.14% | 115 |
|
|
2024
Q2 | $210K | Sell |
5,101
-2,614
| -34% | -$108K | 0.16% | 108 |
|
|
2024
Q1 | $324K | Sell |
7,715
-350
| -4% | -$14.7K | 0.27% | 83 |
|
|
2023
Q4 | $304K | Sell |
8,065
-216
| -3% | -$8.14K | 0.25% | 88 |
|
|
2023
Q3 | $268K | Sell |
8,281
-798
| -9% | -$25.9K | 0.25% | 89 |
|
|
2023
Q2 | $338K | Sell |
9,079
-363
| -4% | -$13.5K | 0.31% | 70 |
|
|
2023
Q1 | $367K | Sell |
9,442
-830
| -8% | -$32.3K | 0.39% | 61 |
|
|
2022
Q4 | $405K | Buy |
+10,272
| New | +$405K | 0.49% | 54 |
|