West Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Hold |
252
| – | – | ﹤0.01% | 150 |
|
|
2025
Q1 | $11.4K | Sell |
252
-90
| -26% | -$4.08K | ﹤0.01% | 148 |
|
|
2024
Q4 | $13.7K | Buy |
342
+38
| +13% | +$1.52K | ﹤0.01% | 140 |
|
|
2024
Q3 | $13.6K | Buy |
304
+1
| +0.3% | +$45 | ﹤0.01% | 142 |
|
|
2024
Q2 | $12.5K | Buy |
303
+1
| +0.3% | +$41 | ﹤0.01% | 117 |
|
|
2024
Q1 | $12.7K | Buy |
302
+50
| +20% | +$2.1K | ﹤0.01% | 117 |
|
|
2023
Q4 | $9.5K | Sell |
252
-628
| -71% | -$23.7K | ﹤0.01% | 124 |
|
|
2023
Q3 | $28.5K | Buy |
880
+85
| +11% | +$2.76K | 0.01% | 95 |
|
|
2023
Q2 | $29.6K | Buy |
795
+43
| +6% | +$1.6K | 0.01% | 94 |
|
|
2023
Q1 | $29.2K | Hold |
752
| – | – | 0.01% | 93 |
|
|
2022
Q4 | $29.6K | Hold |
752
| – | – | 0.01% | 91 |
|
|
2022
Q3 | $29K | Hold |
752
| – | – | 0.01% | 114 |
|
|
2022
Q2 | $38K | Hold |
752
| – | – | 0.01% | 106 |
|
|
2022
Q1 | $38K | Sell |
752
-1
| -0.1% | -$51 | 0.01% | 110 |
|
|
2021
Q4 | $39K | Hold |
753
| – | – | 0.01% | 117 |
|
|
2021
Q3 | $41K | Buy |
753
+500
| +198% | +$27.2K | 0.01% | 105 |
|
|
2021
Q2 | $14K | Sell |
253
-500
| -66% | -$27.7K | ﹤0.01% | 117 |
|
|
2021
Q1 | $44K | Sell |
753
-93
| -11% | -$5.43K | 0.01% | 90 |
|
|
2020
Q4 | $50K | Buy |
+846
| New | +$50K | 0.02% | 88 |
|