StrongBox Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,463
| Closed | -$1.07M | – | 90 |
|
|
2023
Q1 | $1.07M | Sell |
27,463
-33
| -0.1% | -$1.28K | 0.72% | 44 |
|
|
2022
Q4 | $1.08M | Sell |
27,496
-3,774
| -12% | -$149K | 0.77% | 44 |
|
|
2022
Q3 | $1.19M | Buy |
31,270
+1,915
| +7% | +$72.7K | 0.86% | 43 |
|
|
2022
Q2 | $1.49M | Sell |
29,355
-15,234
| -34% | -$773K | 0.96% | 37 |
|
|
2022
Q1 | $2.27M | Sell |
44,589
-4,598
| -9% | -$234K | 1.29% | 30 |
|
|
2021
Q4 | $2.56M | Sell |
49,187
-2,170
| -4% | -$113K | 1.28% | 27 |
|
|
2021
Q3 | $2.77M | Buy |
51,357
+2,650
| +5% | +$143K | 1.56% | 23 |
|
|
2021
Q2 | $2.73M | Buy |
48,707
+882
| +2% | +$49.4K | 1.56% | 23 |
|
|
2021
Q1 | $2.78M | Buy |
47,825
+8,473
| +22% | +$493K | 1.72% | 18 |
|
|
2020
Q4 | $2.31M | Buy |
39,352
+7,063
| +22% | +$415K | 1.5% | 24 |
|
|
2020
Q3 | $1.92M | Buy |
32,289
+4,442
| +16% | +$264K | 1.41% | 23 |
|
|
2020
Q2 | $1.54M | Buy |
27,847
+4,458
| +19% | +$246K | 1.4% | 25 |
|
|
2020
Q1 | $1.26M | Buy |
+23,389
| New | +$1.26M | 1.43% | 26 |
|