Trek 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 | $369K | Sell |
8,534
-373
| -4% | -$16.1K | 0.02% | 305 |
|
|
2025
Q1 | $404K | Buy |
+8,907
| New | +$404K | 0.03% | 266 |
|
|
2024
Q4 | – | Sell |
-8,811
| Closed | -$396K | – | 471 |
|
|
2024
Q3 | $396K | Buy |
8,811
+3,311
| +60% | +$149K | 0.03% | 267 |
|
|
2024
Q2 | $227K | Sell |
5,500
-968
| -15% | -$39.9K | 0.02% | 352 |
|
|
2024
Q1 | $271K | Sell |
6,468
-7,678
| -54% | -$322K | 0.02% | 326 |
|
|
2023
Q4 | $533K | Sell |
14,146
-5,278
| -27% | -$199K | 0.05% | 181 |
|
|
2023
Q3 | $630K | Sell |
19,424
-1,275
| -6% | -$41.3K | 0.06% | 158 |
|
|
2023
Q2 | $770K | Buy |
20,699
+823
| +4% | +$30.6K | 0.07% | 127 |
|
|
2023
Q1 | $773K | Buy |
19,876
+387
| +2% | +$15.1K | 0.07% | 125 |
|
|
2022
Q4 | $768K | Buy |
19,489
+4,559
| +31% | +$180K | 0.08% | 120 |
|
|
2022
Q3 | $567K | Sell |
14,930
-3,807
| -20% | -$145K | 0.06% | 125 |
|
|
2022
Q2 | $951K | Buy |
18,737
+823
| +5% | +$41.8K | 0.1% | 93 |
|
|
2022
Q1 | $913K | Sell |
17,914
-4,932
| -22% | -$251K | 0.08% | 101 |
|
|
2021
Q4 | $1.19M | Buy |
22,846
+774
| +4% | +$40.2K | 0.11% | 67 |
|
|
2021
Q3 | $1.19M | Buy |
22,072
+3,409
| +18% | +$184K | 0.12% | 65 |
|
|
2021
Q2 | $1.05M | Buy |
18,663
+866
| +5% | +$48.5K | 0.11% | 67 |
|
|
2021
Q1 | $1.04M | Buy |
17,797
+4,929
| +38% | +$287K | 0.12% | 65 |
|
|
2020
Q4 | $756K | Buy |
12,868
+5,230
| +68% | +$307K | 0.1% | 77 |
|
|
2020
Q3 | $454K | Buy |
7,638
+10
| +0.1% | +$594 | 0.07% | 93 |
|
|
2020
Q2 | $421K | Sell |
7,628
-570
| -7% | -$31.5K | 0.07% | 91 |
|
|
2020
Q1 | $440K | Buy |
8,198
+720
| +10% | +$38.6K | 0.11% | 56 |
|
|
2019
Q4 | $459K | Sell |
7,478
-5,661
| -43% | -$347K | 0.08% | 66 |
|
|
2019
Q3 | $770K | Buy |
13,139
+6,137
| +88% | +$360K | 0.11% | 61 |
|
|
2019
Q2 | $400K | Buy |
7,002
+8
| +0.1% | +$457 | 0.07% | 90 |
|
|
2019
Q1 | $414K | Buy |
6,994
+2,640
| +61% | +$156K | 0.07% | 76 |
|
|
2018
Q4 | $245K | Buy |
+4,354
| New | +$245K | 0.05% | 83 |
|