Wealth Effects’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
35,542
+4,680
| +15% | +$203K | 0.58% | 34 |
|
|
2025
Q1 | $1.4M | Sell |
30,862
-5,383
| -15% | -$244K | 0.59% | 39 |
|
|
2024
Q4 | $1.45M | Sell |
36,245
-4,910
| -12% | -$196K | 0.51% | 41 |
|
|
2024
Q3 | $1.85M | Sell |
41,155
-410
| -1% | -$18.4K | 0.65% | 33 |
|
|
2024
Q2 | $1.71M | Sell |
41,565
-423
| -1% | -$17.4K | 0.62% | 33 |
|
|
2024
Q1 | $1.76M | Sell |
41,988
-2,994
| -7% | -$126K | 0.65% | 29 |
|
|
2023
Q4 | $1.7M | Buy |
44,982
+6,503
| +17% | +$245K | 0.64% | 29 |
|
|
2023
Q3 | $1.25M | Sell |
38,479
-3,333
| -8% | -$108K | 0.62% | 37 |
|
|
2023
Q2 | $1.56M | Buy |
41,812
+13,976
| +50% | +$520K | 0.68% | 29 |
|
|
2023
Q1 | $1.08M | Buy |
27,836
+1,290
| +5% | +$50.2K | 0.55% | 43 |
|
|
2022
Q4 | $1.05M | Sell |
26,546
-1,104
| -4% | -$43.5K | 0.6% | 37 |
|
|
2022
Q3 | $1.05M | Buy |
27,650
+684
| +3% | +$26K | 0.64% | 39 |
|
|
2022
Q2 | $1.37M | Buy |
26,966
+1,791
| +7% | +$90.9K | 0.82% | 30 |
|
|
2022
Q1 | $1.28M | Buy |
25,175
+878
| +4% | +$44.7K | 0.6% | 37 |
|
|
2021
Q4 | $1.26M | Buy |
+24,297
| New | +$1.26M | 0.52% | 45 |
|