Shepherd 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 | $227K | Buy |
+5,254
| New | +$227K | 0.02% | 229 |
|
|
2024
Q3 | – | Sell |
-6,825
| Closed | -$281K | – | 226 |
|
|
2024
Q2 | $281K | Sell |
6,825
-32
| -0.5% | -$1.32K | 0.04% | 184 |
|
|
2024
Q1 | $288K | Buy |
6,857
+236
| +4% | +$9.9K | 0.04% | 185 |
|
|
2023
Q4 | $250K | Buy |
6,621
+10
| +0.2% | +$377 | 0.04% | 189 |
|
|
2023
Q3 | $214K | Sell |
6,611
-38
| -0.6% | -$1.23K | 0.03% | 184 |
|
|
2023
Q2 | $247K | Buy |
6,649
+844
| +15% | +$31.4K | 0.04% | 170 |
|
|
2023
Q1 | $226K | Buy |
+5,805
| New | +$226K | 0.04% | 168 |
|
|
2022
Q3 | – | Sell |
-4,295
| Closed | -$218K | – | 175 |
|
|
2022
Q2 | $218K | Sell |
4,295
-152
| -3% | -$7.72K | 0.04% | 156 |
|
|
2022
Q1 | $224K | Buy |
4,447
+373
| +9% | +$18.8K | 0.04% | 153 |
|
|
2021
Q4 | $212K | Sell |
4,074
-1,671
| -29% | -$87K | 0.04% | 149 |
|
|
2021
Q3 | $309K | Sell |
5,745
-3,027
| -35% | -$163K | 0.06% | 129 |
|
|
2021
Q2 | $491K | Buy |
8,772
+129
| +1% | +$7.22K | 0.09% | 112 |
|
|
2021
Q1 | $503K | Buy |
8,643
+209
| +2% | +$12.2K | 0.11% | 110 |
|
|
2020
Q4 | $495K | Buy |
8,434
+1,931
| +30% | +$113K | 0.11% | 108 |
|
|
2020
Q3 | $387K | Buy |
6,503
+268
| +4% | +$15.9K | 0.09% | 103 |
|
|
2020
Q2 | $344K | Sell |
6,235
-138
| -2% | -$7.61K | 0.09% | 100 |
|
|
2020
Q1 | $345K | Buy |
6,373
+2,791
| +78% | +$151K | 0.12% | 91 |
|
|
2019
Q4 | $218K | Buy |
+3,582
| New | +$218K | 0.05% | 122 |
|
|
2019
Q3 | – | Sell |
-6,836
| Closed | -$391K | – | 130 |
|
|
2019
Q2 | $391K | Sell |
6,836
-184
| -3% | -$10.5K | 0.07% | 100 |
|
|
2019
Q1 | $415K | Sell |
7,020
-72
| -1% | -$4.26K | 0.08% | 92 |
|
|
2018
Q4 | $397K | Sell |
7,092
-154
| -2% | -$8.62K | 0.09% | 94 |
|
|
2018
Q3 | $364K | Hold |
7,246
| – | – | 0.08% | 92 |
|
|
2018
Q2 | $365K | Sell |
7,246
-191
| -3% | -$9.62K | 0.08% | 92 |
|
|
2018
Q1 | $359K | Buy |
7,437
+1,919
| +35% | +$92.6K | 0.09% | 85 |
|
|
2017
Q4 | $291K | Buy |
5,518
+421
| +8% | +$22.2K | 0.07% | 98 |
|
|
2017
Q3 | $251K | Sell |
5,097
-581
| -10% | -$28.6K | 0.06% | 102 |
|
|
2017
Q2 | $245K | Sell |
5,678
-1,511
| -21% | -$65.2K | 0.06% | 101 |
|
|
2017
Q1 | $352K | Buy |
7,189
+1,563
| +28% | +$76.5K | 0.09% | 90 |
|
|
2016
Q4 | $307K | Buy |
+5,626
| New | +$307K | 0.09% | 92 |
|