Sound Income Strategies’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$777K Buy
17,962
+2,757
+18% +$119K 0.04% 163
2025
Q1
$690K Buy
15,205
+1,489
+11% +$67.5K 0.04% 166
2024
Q4
$548K Sell
13,716
-1,513
-10% -$60.5K 0.03% 162
2024
Q3
$684K Buy
15,229
+499
+3% +$22.4K 0.04% 149
2024
Q2
$607K Buy
14,730
+2,412
+20% +$99.5K 0.04% 146
2024
Q1
$517K Sell
12,318
-518
-4% -$21.7K 0.04% 152
2023
Q4
$484K Buy
12,836
+3,987
+45% +$150K 0.04% 135
2023
Q3
$287K Buy
8,849
+1,660
+23% +$53.8K 0.02% 134
2023
Q2
$267K Sell
7,189
-827
-10% -$30.8K 0.03% 132
2023
Q1
$312K Buy
8,016
+153
+2% +$5.95K 0.03% 126
2022
Q4
$310K Buy
7,863
+108
+1% +$4.26K 0.04% 117
2022
Q3
$294K Buy
7,755
+1,109
+17% +$42K 0.04% 117
2022
Q2
$337K Buy
6,646
+425
+7% +$21.6K 0.04% 117
2022
Q1
$317K Sell
6,221
-366
-6% -$18.7K 0.04% 123
2021
Q4
$342K Buy
6,587
+310
+5% +$16.1K 0.04% 123
2021
Q3
$339K Sell
6,277
-1,464
-19% -$79.1K 0.04% 121
2021
Q2
$434K Sell
7,741
-1,822
-19% -$102K 0.06% 116
2021
Q1
$556K Sell
9,563
-308
-3% -$17.9K 0.09% 93
2020
Q4
$580K Buy
9,871
+941
+11% +$55.3K 0.13% 78
2020
Q3
$531K Sell
8,930
-1,120
-11% -$66.6K 0.15% 67
2020
Q2
$554K Sell
10,050
-205
-2% -$11.3K 0.17% 49
2020
Q1
$551K Buy
10,255
+4,724
+85% +$254K 0.19% 40
2019
Q4
$340K Buy
5,531
+1,861
+51% +$114K 0.09% 48
2019
Q3
$222K Buy
3,670
+322
+10% +$19.5K 0.07% 54
2019
Q2
$191K Sell
3,348
-674
-17% -$38.5K 0.07% 57
2019
Q1
$238K Sell
4,022
-3
-0.1% -$178 0.11% 55
2018
Q4
$226K Buy
4,025
+613
+18% +$34.4K 0.12% 54
2018
Q3
$182K Buy
3,412
+36
+1% +$1.92K 0.09% 62
2018
Q2
$170K Sell
3,376
-397
-11% -$20K 0.1% 57
2018
Q1
$180K Buy
3,773
+2,780
+280% +$133K 0.12% 50
2017
Q4
$50K Buy
+993
New +$50K 0.03% 89