Symphony Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
+118,445
| New | +$5.16M | 0.68% | 44 |
|
|
2025
Q1 | – | Sell |
-115,362
| Closed | -$4.5M | – | 223 |
|
|
2024
Q4 | $4.5M | Sell |
115,362
-6,367
| -5% | -$248K | 0.71% | 40 |
|
|
2024
Q3 | $5.46M | Sell |
121,729
-6,940
| -5% | -$312K | 0.9% | 33 |
|
|
2024
Q2 | $5.25M | Sell |
128,669
-56,145
| -30% | -$2.29M | 0.96% | 29 |
|
|
2024
Q1 | $7.75M | Buy |
184,814
+210
| +0.1% | +$8.81K | 1.81% | 16 |
|
|
2023
Q4 | $7.25M | Buy |
184,604
+110
| +0.1% | +$4.32K | 1.56% | 20 |
|
|
2023
Q3 | $5.86M | Buy |
184,494
+44,159
| +31% | +$1.4M | 1.43% | 19 |
|
|
2023
Q2 | $5.19M | Buy |
140,335
+17,831
| +15% | +$660K | 1.27% | 22 |
|
|
2023
Q1 | $4.74M | Buy |
122,504
+9,647
| +9% | +$373K | 1.23% | 22 |
|
|
2022
Q4 | $4.64M | Buy |
112,857
+60,574
| +116% | +$2.49M | 1.23% | 21 |
|
|
2022
Q3 | $2.02M | Buy |
52,283
+5,257
| +11% | +$203K | 0.66% | 39 |
|
|
2022
Q2 | $2.4M | Buy |
47,026
+29,123
| +163% | +$1.48M | 0.71% | 32 |
|
|
2022
Q1 | $943K | Buy |
17,903
+2,826
| +19% | +$149K | 0.22% | 87 |
|
|
2021
Q4 | $791K | Sell |
15,077
-1,067
| -7% | -$56K | 0.22% | 83 |
|
|
2021
Q3 | $878K | Buy |
16,144
+1,804
| +13% | +$98.1K | 0.31% | 59 |
|
|
2021
Q2 | $803K | Sell |
14,340
-2,572
| -15% | -$144K | 0.27% | 65 |
|
|
2021
Q1 | $1M | Buy |
16,912
+2,200
| +15% | +$130K | 0.26% | 62 |
|
|
2020
Q4 | $866K | Sell |
14,712
-28,743
| -66% | -$1.69M | 0.31% | 57 |
|
|
2020
Q3 | $2.59M | Buy |
43,455
+5,411
| +14% | +$322K | 1.05% | 22 |
|
|
2020
Q2 | $2.1M | Buy |
38,044
+5,402
| +17% | +$298K | 1.01% | 25 |
|
|
2020
Q1 | $1.79M | Buy |
+32,642
| New | +$1.79M | 1.23% | 19 |
|