Tilson Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
9,416
-558
| -6% | -$24.1K | 0.15% | 52 |
|
|
2025
Q1 | $452K | Sell |
9,974
-474
| -5% | -$21.5K | 0.18% | 55 |
|
|
2024
Q4 | $418K | Sell |
10,448
-1,728
| -14% | -$69.1K | 0.17% | 56 |
|
|
2024
Q3 | $547K | Buy |
12,176
+5,269
| +76% | +$237K | 0.24% | 51 |
|
|
2024
Q2 | $285K | Buy |
6,907
+802
| +13% | +$33.1K | 0.29% | 31 |
|
|
2024
Q1 | $256K | Buy |
6,105
+65
| +1% | +$2.73K | 0.14% | 63 |
|
|
2023
Q4 | $228K | Buy |
+6,040
| New | +$228K | 0.15% | 60 |
|
|
2023
Q3 | – | Sell |
-5,819
| Closed | -$216K | – | 61 |
|
|
2023
Q2 | $216K | Buy |
5,819
+32
| +0.6% | +$1.19K | 0.37% | 27 |
|
|
2023
Q1 | $225K | Buy |
5,787
+83
| +1% | +$3.23K | 0.18% | 56 |
|
|
2022
Q4 | $225K | Buy |
+5,704
| New | +$225K | 0.19% | 56 |
|