Warner Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,481
| Closed | -$226K | – | 115 |
|
|
2024
Q2 | $226K | Buy |
+5,481
| New | +$226K | 0.11% | 106 |
|
|
2022
Q3 | – | Sell |
-4,654
| Closed | -$236K | – | 83 |
|
|
2022
Q2 | $236K | Buy |
4,654
+1,139
| +32% | +$57.8K | 0.22% | 71 |
|
|
2022
Q1 | $236K | Buy |
3,515
+9
| +0.3% | +$604 | 0.19% | 74 |
|
|
2021
Q4 | $182K | Buy |
+3,506
| New | +$182K | 0.15% | 78 |
|