TI
tru Independence’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
118,911
-4,624
| -4% | -$200K | 1.49% | 25 |
|
|
2025
Q1 | $5.6M | Buy |
123,535
+4,236
| +4% | +$192K | 1.74% | 16 |
|
|
2024
Q4 | $4.77M | Sell |
119,299
-9,488
| -7% | -$379K | 1.5% | 29 |
|
|
2024
Q3 | $5.78M | Sell |
128,787
-2,981
| -2% | -$134K | 1.69% | 22 |
|
|
2024
Q2 | $5.43M | Sell |
131,768
-3,409
| -3% | -$141K | 1.64% | 26 |
|
|
2024
Q1 | $5.67M | Sell |
135,177
-3,985
| -3% | -$167K | 1.67% | 23 |
|
|
2023
Q4 | $5.25M | Sell |
139,162
-10,808
| -7% | -$407K | 1.59% | 26 |
|
|
2023
Q3 | $4.86M | Buy |
149,970
+6,350
| +4% | +$206K | 1.68% | 26 |
|
|
2023
Q2 | $5.34M | Buy |
143,620
+14,253
| +11% | +$530K | 1.76% | 22 |
|
|
2023
Q1 | $5.03M | Buy |
129,367
+3,662
| +3% | +$142K | 1.62% | 28 |
|
|
2022
Q4 | $4.95M | Buy |
125,705
+2,404
| +2% | +$94.7K | 1.61% | 32 |
|
|
2022
Q3 | $4.68M | Buy |
123,301
+4,483
| +4% | +$170K | 1.65% | 25 |
|
|
2022
Q2 | $6.03M | Buy |
118,818
+87,459
| +279% | +$4.44M | 1.94% | 10 |
|
|
2022
Q1 | $1.6M | Buy |
31,359
+14,154
| +82% | +$721K | 0.43% | 60 |
|
|
2021
Q4 | $894K | Buy |
17,205
+11,005
| +178% | +$572K | 0.24% | 74 |
|
|
2021
Q3 | $335K | Buy |
6,200
+5,126
| +477% | +$277K | 0.09% | 115 |
|
|
2021
Q2 | $60K | Buy |
+1,074
| New | +$60K | 0.02% | 180 |
|
|
2021
Q1 | – | Sell |
-5,372
| Closed | -$316 | – | 709 |
|
|
2020
Q4 | $316 | Buy |
5,372
+1,110
| +26% | +$65 | ﹤0.01% | 402 |
|
|
2020
Q3 | $254K | Sell |
4,262
-3,808
| -47% | -$227K | 0.07% | 149 |
|
|
2020
Q2 | $445 | Sell |
8,070
-164
| -2% | -$9 | 0.06% | 181 |
|
|
2020
Q1 | $442 | Hold |
8,234
| – | – | 0.07% | 153 |
|
|
2019
Q4 | $442K | Buy |
+8,234
| New | +$442K | 0.06% | 178 |
|