Sweet Financial Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $544K | Sell |
12,115
-139
| -1% | -$6.24K | 0.12% | 123 |
|
|
2024
Q2 | $505K | Sell |
12,254
-175
| -1% | -$7.22K | 0.12% | 121 |
|
|
2024
Q1 | $522K | Buy |
12,429
+237
| +2% | +$9.95K | 0.12% | 124 |
|
|
2023
Q4 | $460K | Sell |
12,192
-320
| -3% | -$12.1K | 0.11% | 127 |
|
|
2023
Q3 | $406K | Buy |
12,512
+6,598
| +112% | +$214K | 0.11% | 121 |
|
|
2023
Q2 | $220K | Buy |
+5,914
| New | +$220K | 0.06% | 162 |
|
|
2022
Q3 | – | Sell |
-12,876
| Closed | -$653K | – | 178 |
|
|
2022
Q2 | $653K | Buy |
12,876
+2,083
| +19% | +$106K | 0.2% | 73 |
|
|
2022
Q1 | $550K | Buy |
+10,793
| New | +$550K | 0.15% | 87 |
|