Waterfront Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
8,043
+725
| +10% | +$31.4K | 0.08% | 214 |
|
|
2025
Q1 | $332K | Sell |
7,318
-285
| -4% | -$12.9K | 0.08% | 207 |
|
|
2024
Q4 | $304K | Sell |
7,603
-15
| -0.2% | -$600 | 0.07% | 218 |
|
|
2024
Q3 | $316K | Buy |
7,618
+438
| +6% | +$18.2K | 0.08% | 213 |
|
|
2024
Q2 | $296K | Sell |
7,180
-36
| -0.5% | -$1.49K | 0.08% | 203 |
|
|
2024
Q1 | $282K | Hold |
7,216
| – | – | 0.08% | 210 |
|
|
2023
Q4 | $272K | Sell |
7,216
-990
| -12% | -$37.3K | 0.08% | 212 |
|
|
2023
Q3 | $258K | Sell |
8,206
-850
| -9% | -$26.7K | 0.08% | 206 |
|
|
2023
Q2 | $311K | Sell |
9,056
-39
| -0.4% | -$1.34K | 0.09% | 195 |
|
|
2023
Q1 | $354K | Sell |
9,095
-189
| -2% | -$7.35K | 0.12% | 187 |
|
|
2022
Q4 | $377K | Buy |
9,284
+334
| +4% | +$13.6K | 0.13% | 183 |
|
|
2022
Q3 | $328K | Sell |
8,950
-549
| -6% | -$20.1K | 0.12% | 183 |
|
|
2022
Q2 | $482K | Sell |
9,499
-60
| -0.6% | -$3.05K | 0.19% | 146 |
|
|
2022
Q1 | $509K | Buy |
9,559
+100
| +1% | +$5.33K | 0.18% | 128 |
|
|
2021
Q4 | $491K | Sell |
9,459
-201
| -2% | -$10.4K | 0.19% | 122 |
|
|
2021
Q3 | $522K | Sell |
9,660
-434
| -4% | -$23.5K | 0.25% | 96 |
|
|
2021
Q2 | $566K | Buy |
10,094
+479
| +5% | +$26.9K | 0.27% | 92 |
|
|
2021
Q1 | $561K | Hold |
9,615
| – | – | 0.28% | 87 |
|
|
2020
Q4 | $565K | Buy |
+9,615
| New | +$565K | 0.4% | 63 |
|