Tanglewood Legacy Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-850
| Closed | -$34K | – | 312 |
|
|
2024
Q4 | $34K | Sell |
850
-150
| -15% | -$6K | 0.01% | 196 |
|
|
2024
Q3 | $44.9K | Hold |
1,000
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $41.2K | Hold |
1,000
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $42K | Hold |
1,000
| – | – | 0.02% | 171 |
|
|
2023
Q4 | $37.7K | Sell |
1,000
-669
| -40% | -$25.2K | 0.02% | 172 |
|
|
2023
Q3 | $54.1K | Buy |
1,669
+12
| +0.7% | +$389 | 0.03% | 148 |
|
|
2023
Q2 | $61.6K | Buy |
1,657
+11
| +0.7% | +$409 | 0.04% | 142 |
|
|
2023
Q1 | $64K | Buy |
1,646
+10
| +0.6% | +$389 | 0.04% | 134 |
|
|
2022
Q4 | $64.5K | Buy |
+1,636
| New | +$64.5K | 0.05% | 118 |
|