WealthOne’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $266K | Sell |
8,202
-4,359
| -35% | -$141K | 0.11% | 62 |
|
|
2023
Q2 | $467K | Buy |
12,561
+610
| +5% | +$22.7K | 0.17% | 52 |
|
|
2023
Q1 | $465K | Buy |
11,951
+71
| +0.6% | +$2.76K | 0.18% | 55 |
|
|
2022
Q4 | $468K | Sell |
11,880
-613
| -5% | -$24.2K | 0.19% | 54 |
|
|
2022
Q3 | $474K | Buy |
12,493
+173
| +1% | +$6.56K | 0.2% | 56 |
|
|
2022
Q2 | $625K | Sell |
12,320
-413
| -3% | -$21K | 0.26% | 45 |
|
|
2022
Q1 | $649K | Sell |
12,733
-256
| -2% | -$13K | 0.23% | 47 |
|
|
2021
Q4 | $675K | Sell |
12,989
-1,886
| -13% | -$98K | 0.23% | 47 |
|
|
2021
Q3 | $803K | Buy |
14,875
+1,302
| +10% | +$70.3K | 0.3% | 42 |
|
|
2021
Q2 | $761K | Sell |
13,573
-841
| -6% | -$47.2K | 0.3% | 44 |
|
|
2021
Q1 | $838K | Buy |
14,414
+1,052
| +8% | +$61.2K | 0.36% | 40 |
|
|
2020
Q4 | $785K | Sell |
13,362
-694
| -5% | -$40.8K | 0.38% | 37 |
|
|
2020
Q3 | $836K | Buy |
14,056
+707
| +5% | +$42.1K | 0.47% | 30 |
|
|
2020
Q2 | $736K | Buy |
13,349
+1,445
| +12% | +$79.7K | 0.45% | 31 |
|
|
2020
Q1 | $640K | Buy |
11,904
+730
| +7% | +$39.2K | 0.49% | 34 |
|
|
2019
Q4 | $686K | Sell |
11,174
-2,943
| -21% | -$181K | 0.43% | 33 |
|
|
2019
Q3 | $852K | Buy |
14,117
+48
| +0.3% | +$2.9K | 0.61% | 28 |
|
|
2019
Q2 | $804K | Buy |
14,069
+2,134
| +18% | +$122K | 0.57% | 28 |
|
|
2019
Q1 | $76K | Buy |
11,935
+473
| +4% | +$3.01K | 0.09% | 77 |
|
|
2018
Q4 | $644K | Buy |
+11,462
| New | +$644K | 0.56% | 29 |
|