Von Berge Wealth Management Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,430
| Closed | -$202K | – | 62 |
|
|
2023
Q2 | $202K | Buy |
5,430
+18
| +0.3% | +$669 | 0.17% | 61 |
|
|
2023
Q1 | $212K | Buy |
5,412
+15
| +0.3% | +$588 | 0.19% | 60 |
|
|
2022
Q4 | $219K | Sell |
5,397
-518
| -9% | -$21.1K | 0.2% | 57 |
|
|
2022
Q3 | $217K | Buy |
5,915
+14
| +0.2% | +$514 | 0.23% | 50 |
|
|
2022
Q2 | $298K | Buy |
5,901
+13
| +0.2% | +$656 | 0.31% | 40 |
|
|
2022
Q1 | $317K | Buy |
5,888
+12
| +0.2% | +$646 | 0.29% | 44 |
|
|
2021
Q4 | $313K | Buy |
+5,876
| New | +$313K | 0.29% | 40 |
|