True Link Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,463
| Closed | -$218K | – | 112 |
|
|
2024
Q4 | $218K | Buy |
+5,463
| New | +$218K | 0.02% | 70 |
|
|
2023
Q4 | – | Sell |
-8,590
| Closed | -$278K | – | 107 |
|
|
2023
Q3 | $278K | Buy |
8,590
+241
| +3% | +$7.81K | 0.03% | 95 |
|
|
2023
Q2 | $310K | Hold |
8,349
| – | – | 0.04% | 98 |
|
|
2023
Q1 | $325K | Hold |
8,349
| – | – | 0.04% | 97 |
|
|
2022
Q4 | $329K | Hold |
8,349
| – | – | 0.04% | 96 |
|
|
2022
Q3 | $317K | Hold |
8,349
| – | – | 0.05% | 106 |
|
|
2022
Q2 | $424K | Hold |
8,349
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $425K | Sell |
8,349
-122
| -1% | -$6.21K | 0.06% | 88 |
|
|
2021
Q4 | $440K | Buy |
8,471
+1,288
| +18% | +$66.9K | 0.06% | 111 |
|
|
2021
Q3 | $388K | Buy |
7,183
+3,359
| +88% | +$181K | 0.05% | 117 |
|
|
2021
Q2 | $214K | Buy |
3,824
+299
| +8% | +$16.7K | 0.03% | 173 |
|
|
2021
Q1 | $205K | Hold |
3,525
| – | – | 0.03% | 244 |
|
|
2020
Q4 | $207K | Buy |
+3,525
| New | +$207K | 0.03% | 254 |
|