SS&H Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.73M | Buy |
63,025
+1,606
| +3% | +$69.5K | 0.91% | 29 |
|
2025
Q1 | $2.79M | Sell |
61,419
-987
| -2% | -$44.8K | 1.04% | 30 |
|
2024
Q4 | $2.5M | Sell |
62,406
-78
| -0.1% | -$3.12K | 0.91% | 31 |
|
2024
Q3 | $2.81M | Sell |
62,484
-2,598
| -4% | -$117K | 1.02% | 25 |
|
2024
Q2 | $2.68M | Sell |
65,082
-644
| -1% | -$26.6K | 1.05% | 24 |
|
2024
Q1 | $2.76M | Sell |
65,726
-2,168
| -3% | -$90.9K | 1.15% | 22 |
|
2023
Q4 | $2.56M | Buy |
67,894
+285
| +0.4% | +$10.7K | 1.09% | 25 |
|
2023
Q3 | $2.19M | Buy |
+67,609
| New | +$2.19M | 1.03% | 26 |
|
2023
Q1 | $2.13M | Sell |
54,705
-16
| -0% | -$622 | 0.97% | 29 |
|
2022
Q4 | $2.16M | Sell |
54,721
-9,277
| -14% | -$366K | 1.03% | 27 |
|
2022
Q3 | $2.43M | Sell |
63,998
-996
| -2% | -$37.8K | 1.26% | 24 |
|
2022
Q2 | $3.3M | Sell |
64,994
-1,797
| -3% | -$91.2K | 1.52% | 20 |
|
2022
Q1 | $3.4M | Buy |
+66,791
| New | +$3.4M | 1.33% | 20 |
|