Waller Financial Planning Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,729
| Closed | -$241K | – | 55 |
|
|
2022
Q1 | $241K | Hold |
4,729
| – | – | 0.06% | 45 |
|
|
2021
Q4 | $246K | Sell |
4,729
-1,163
| -20% | -$60.5K | 0.06% | 46 |
|
|
2021
Q3 | $318K | Buy |
5,892
+264
| +5% | +$14.2K | 0.08% | 41 |
|
|
2021
Q2 | $315K | Hold |
5,628
| – | – | 0.08% | 42 |
|
|
2021
Q1 | $327K | Buy |
5,628
+500
| +10% | +$29.1K | 0.09% | 40 |
|
|
2020
Q4 | $301K | Sell |
5,128
-1,199
| -19% | -$70.4K | 0.09% | 41 |
|
|
2020
Q3 | $376K | Buy |
6,327
+267
| +4% | +$15.9K | 0.14% | 38 |
|
|
2020
Q2 | $334K | Sell |
6,060
-300
| -5% | -$16.5K | 0.13% | 41 |
|
|
2020
Q1 | $342K | Buy |
6,360
+554
| +10% | +$29.8K | 0.18% | 37 |
|
|
2019
Q4 | $356K | Hold |
5,806
| – | – | 0.18% | 40 |
|
|
2019
Q3 | $349K | Sell |
5,806
-1,781
| -23% | -$107K | 0.18% | 38 |
|
|
2019
Q2 | $432K | Buy |
7,587
+200
| +3% | +$11.4K | 0.24% | 37 |
|
|
2019
Q1 | $434K | Sell |
7,387
-37
| -0.5% | -$2.17K | 0.25% | 37 |
|
|
2018
Q4 | $417K | Buy |
+7,424
| New | +$417K | 0.29% | 36 |
|