Shepherd Financial Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $387K | Buy |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $391K | Sell |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $397K | Sell |
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|
2018
Q3 | $364K | Hold |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $359K | Buy |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $251K | Sell |
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|
2017
Q2 | $245K | Sell |
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|
2017
Q1 | $352K | Buy |
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|
2016
Q4 | $307K | Buy |
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