Taylor Hoffman Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $223K | Hold |
5,353
| – | – | 0.09% | 103 |
|
|
2024
Q1 | $225K | Sell |
5,353
-4,000
| -43% | -$168K | 0.1% | 101 |
|
|
2023
Q4 | $353K | Buy |
9,353
+2,314
| +33% | +$87.2K | 0.16% | 84 |
|
|
2023
Q3 | $228K | Buy |
7,039
+400
| +6% | +$13K | 0.12% | 103 |
|
|
2023
Q2 | $247K | Sell |
6,639
-2,631
| -28% | -$97.8K | 0.12% | 102 |
|
|
2023
Q1 | $361K | Buy |
9,270
+2,958
| +47% | +$115K | 0.2% | 82 |
|
|
2022
Q4 | $249K | Sell |
6,312
-12,644
| -67% | -$498K | 0.15% | 93 |
|
|
2022
Q3 | $720K | Hold |
18,956
| – | – | 0.38% | 71 |
|
|
2022
Q2 | $979K | Hold |
18,956
| – | – | 0.48% | 66 |
|
|
2022
Q1 | $966K | Hold |
18,956
| – | – | 0.39% | 73 |
|
|
2021
Q4 | $985K | Sell |
18,956
-2,768
| -13% | -$144K | 0.37% | 73 |
|
|
2021
Q3 | $1.18M | Sell |
21,724
-3,311
| -13% | -$180K | 0.51% | 67 |
|
|
2021
Q2 | $1.4M | Sell |
25,035
-2,168
| -8% | -$121K | 0.6% | 56 |
|
|
2021
Q1 | $1.58M | Sell |
27,203
-567
| -2% | -$33K | 0.72% | 50 |
|
|
2020
Q4 | $1.63M | Buy |
27,770
+190
| +0.7% | +$11.2K | 0.83% | 45 |
|
|
2020
Q3 | $1.64M | Sell |
27,580
-514
| -2% | -$30.6K | 0.97% | 42 |
|
|
2020
Q2 | $1.55M | Buy |
28,094
+5,102
| +22% | +$281K | 0.97% | 32 |
|
|
2020
Q1 | $1.24M | Sell |
22,992
-4,406
| -16% | -$237K | 1.19% | 28 |
|
|
2019
Q4 | $1.68M | Sell |
27,398
-101
| -0.4% | -$6.2K | 1.08% | 26 |
|
|
2019
Q3 | $1.66M | Buy |
27,499
+3,221
| +13% | +$194K | 1.18% | 23 |
|
|
2019
Q2 | $1.39M | Sell |
24,278
-3,397
| -12% | -$194K | 1.12% | 29 |
|
|
2019
Q1 | $1.64M | Sell |
27,675
-2,672
| -9% | -$158K | 1.21% | 24 |
|
|
2018
Q4 | $1.71M | Sell |
30,347
-456
| -1% | -$25.6K | 1.53% | 22 |
|
|
2018
Q3 | $1.65M | Buy |
30,803
+347
| +1% | +$18.5K | 1.3% | 24 |
|
|
2018
Q2 | $1.53M | Sell |
30,456
-179
| -0.6% | -$9K | 1.33% | 25 |
|
|
2018
Q1 | $1.47M | Buy |
30,635
+996
| +3% | +$47.6K | 1.34% | 23 |
|
|
2017
Q4 | $1.57M | Buy |
+29,639
| New | +$1.57M | 1.5% | 16 |
|