Towerpoint Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,934
| Closed | -$222K | – | 92 |
|
|
2024
Q3 | $222K | Sell |
4,934
-346
| -7% | -$15.5K | 0.11% | 80 |
|
|
2024
Q2 | $218K | Sell |
5,280
-163
| -3% | -$6.72K | 0.11% | 77 |
|
|
2024
Q1 | $228K | Sell |
5,443
-33
| -0.6% | -$1.39K | 0.11% | 72 |
|
|
2023
Q4 | $206K | Buy |
+5,476
| New | +$206K | 0.11% | 77 |
|
|
2023
Q1 | – | Sell |
-5,221
| Closed | -$206K | – | 87 |
|
|
2022
Q4 | $206K | Sell |
5,221
-434
| -8% | -$17.1K | 0.12% | 77 |
|
|
2022
Q3 | $215K | Buy |
5,655
+112
| +2% | +$4.26K | 0.13% | 79 |
|
|
2022
Q2 | $281K | Sell |
5,543
-952
| -15% | -$48.3K | 0.17% | 73 |
|
|
2022
Q1 | $331K | Sell |
6,495
-1,139
| -15% | -$58K | 0.16% | 64 |
|
|
2021
Q4 | $397K | Sell |
7,634
-881
| -10% | -$45.8K | 0.19% | 56 |
|
|
2021
Q3 | $460K | Buy |
8,515
+1,051
| +14% | +$56.8K | 0.23% | 48 |
|
|
2021
Q2 | $418K | Sell |
7,464
-9
| -0.1% | -$504 | 0.21% | 53 |
|
|
2021
Q1 | $435K | Sell |
7,473
-224
| -3% | -$13K | 0.21% | 51 |
|
|
2020
Q4 | $452K | Buy |
7,697
+28
| +0.4% | +$1.64K | 0.23% | 45 |
|
|
2020
Q3 | $456K | Buy |
7,669
+215
| +3% | +$12.8K | 0.25% | 39 |
|
|
2020
Q2 | $411K | Buy |
7,454
+1,306
| +21% | +$72K | 0.26% | 40 |
|
|
2020
Q1 | $330K | Sell |
6,148
-9
| -0.1% | -$483 | 0.26% | 37 |
|
|
2019
Q4 | $378K | Buy |
6,157
+143
| +2% | +$8.78K | 0.25% | 37 |
|
|
2019
Q3 | $363K | Hold |
6,014
| – | – | 0.25% | 38 |
|
|
2019
Q2 | $332K | Sell |
6,014
-221
| -4% | -$12.2K | 0.23% | 40 |
|
|
2019
Q1 | $369K | Buy |
+6,235
| New | +$369K | 0.26% | 36 |
|