WealthShield Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
78,887
+2,387
| +3% | +$103K | 0.41% | 61 |
|
|
2025
Q1 | $3.47M | Buy |
76,500
+1,876
| +3% | +$85.1K | 0.45% | 61 |
|
|
2024
Q4 | $2.98M | Sell |
74,624
-581
| -0.8% | -$23.2K | 0.42% | 66 |
|
|
2024
Q3 | $3.38M | Buy |
75,205
+3,062
| +4% | +$138K | 0.46% | 63 |
|
|
2024
Q2 | $2.98M | Buy |
72,143
+6,277
| +10% | +$259K | 0.45% | 63 |
|
|
2024
Q1 | $2.76M | Buy |
65,866
+9,106
| +16% | +$382K | 0.45% | 63 |
|
|
2023
Q4 | $2.14M | Buy |
56,760
+3,743
| +7% | +$141K | 0.35% | 83 |
|
|
2023
Q3 | $1.72M | Buy |
53,017
+5,190
| +11% | +$168K | 0.26% | 106 |
|
|
2023
Q2 | $1.78M | Buy |
47,827
+2,339
| +5% | +$87K | 0.27% | 98 |
|
|
2023
Q1 | $1.77M | Buy |
+45,488
| New | +$1.77M | 0.29% | 94 |
|
|
2022
Q4 | – | Sell |
-37,940
| Closed | -$1.44M | – | 316 |
|
|
2022
Q3 | $1.44M | Buy |
37,940
+3,709
| +11% | +$141K | 0.29% | 94 |
|
|
2022
Q2 | $1.74M | Sell |
34,231
-583
| -2% | -$29.6K | 0.34% | 75 |
|
|
2022
Q1 | $1.77M | Buy |
34,814
+2,693
| +8% | +$137K | 0.28% | 84 |
|
|
2021
Q4 | $1.67M | Buy |
32,121
+14,120
| +78% | +$734K | 0.28% | 77 |
|
|
2021
Q3 | $972K | Sell |
18,001
-605
| -3% | -$32.7K | 0.26% | 86 |
|
|
2021
Q2 | $1.04M | Buy |
18,606
+3,794
| +26% | +$213K | 0.16% | 101 |
|
|
2021
Q1 | $861K | Sell |
14,812
-587
| -4% | -$34.1K | 0.15% | 109 |
|
|
2020
Q4 | $905K | Buy |
15,399
+755
| +5% | +$44.4K | 0.17% | 114 |
|
|
2020
Q3 | $871K | Buy |
14,644
+4,978
| +52% | +$296K | 0.31% | 75 |
|
|
2020
Q2 | $533K | Buy |
9,666
+4,021
| +71% | +$222K | 0.25% | 96 |
|
|
2020
Q1 | $303K | Buy |
5,645
+2,137
| +61% | +$115K | 0.19% | 117 |
|
|
2019
Q4 | $215K | Buy |
+3,508
| New | +$215K | 0.1% | 172 |
|
|
2018
Q3 | – | Sell |
-27,929
| Closed | -$174K | – | 278 |
|
|
2018
Q2 | $174K | Buy |
+27,929
| New | +$174K | 0.11% | 125 |
|
|
2018
Q1 | – | Sell |
-6,224
| Closed | -$333K | – | 263 |
|
|
2017
Q4 | $333K | Buy |
+6,224
| New | +$333K | 0.2% | 92 |
|