True Wealth Design’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
509
+47
| +10% | +$2.04K | 0.01% | 363 |
|
|
2025
Q1 | $21K | Buy |
462
+189
| +69% | +$8.58K | 0.01% | 331 |
|
|
2024
Q4 | $10.9K | Buy |
273
+58
| +27% | +$2.32K | ﹤0.01% | 409 |
|
|
2024
Q3 | $9.66K | Sell |
215
-504
| -70% | -$22.6K | ﹤0.01% | 426 |
|
|
2024
Q2 | $29.7K | Sell |
719
-19,933
| -97% | -$822K | 0.01% | 192 |
|
|
2024
Q1 | $867K | Sell |
20,652
-194
| -0.9% | -$8.14K | 0.22% | 66 |
|
|
2023
Q4 | $786K | Buy |
20,846
+20,761
| +24,425% | +$783K | 0.22% | 75 |
|
|
2023
Q3 | $2.76K | Hold |
85
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $3.16K | Sell |
85
-845
| -91% | -$31.4K | ﹤0.01% | 253 |
|
|
2023
Q1 | $36.2K | Sell |
930
-133
| -13% | -$5.17K | 0.02% | 180 |
|
|
2022
Q4 | $41.9K | Buy |
+1,063
| New | +$41.9K | 0.02% | 157 |
|