Stiles Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
4,655
-142
| -3% | -$6.14K | 0.07% | 174 |
|
|
2025
Q1 | $218K | Buy |
+4,797
| New | +$218K | 0.08% | 166 |
|
|
2024
Q4 | – | Sell |
-4,682
| Closed | -$210K | – | 194 |
|
|
2024
Q3 | $210K | Sell |
4,682
-1,515
| -24% | -$68K | 0.07% | 177 |
|
|
2024
Q2 | $256K | Sell |
6,197
-525
| -8% | -$21.6K | 0.1% | 158 |
|
|
2024
Q1 | $257K | Sell |
6,722
-1,644
| -20% | -$62.8K | 0.1% | 161 |
|
|
2023
Q4 | $315K | Sell |
8,366
-3,518
| -30% | -$133K | 0.14% | 128 |
|
|
2023
Q3 | $385K | Sell |
11,884
-3,412
| -22% | -$111K | 0.2% | 113 |
|
|
2023
Q2 | $569K | Sell |
15,296
-1,318
| -8% | -$49K | 0.28% | 96 |
|
|
2023
Q1 | $646K | Sell |
16,614
-492
| -3% | -$19.1K | 0.35% | 86 |
|
|
2022
Q4 | $674K | Sell |
17,106
-1
| -0% | -$39 | 0.39% | 75 |
|
|
2022
Q3 | $650K | Sell |
17,107
-20
| -0.1% | -$760 | 0.39% | 71 |
|
|
2022
Q2 | $869K | Buy |
17,127
+134
| +0.8% | +$6.8K | 0.52% | 60 |
|
|
2022
Q1 | $866K | Buy |
16,993
+2,288
| +16% | +$117K | 0.43% | 66 |
|
|
2021
Q4 | $764K | Buy |
+14,705
| New | +$764K | 0.37% | 79 |
|