West Wealth Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,923
| Closed | -$203K | – | 91 |
|
|
2024
Q2 | $203K | Buy |
4,923
+78
| +2% | +$3.22K | 0.07% | 79 |
|
|
2024
Q1 | $203K | Buy |
+4,845
| New | +$203K | 0.08% | 76 |
|
|
2023
Q3 | – | Sell |
-5,540
| Closed | -$206K | – | 84 |
|
|
2023
Q2 | $206K | Sell |
5,540
-413
| -7% | -$15.4K | 0.09% | 69 |
|
|
2023
Q1 | $232K | Buy |
5,953
+460
| +8% | +$17.9K | 0.11% | 57 |
|
|
2022
Q4 | $216K | Buy |
+5,493
| New | +$216K | 0.11% | 68 |
|
|
2022
Q3 | – | Sell |
-5,393
| Closed | -$273K | – | 67 |
|
|
2022
Q2 | $273K | Buy |
5,393
+371
| +7% | +$18.8K | 0.13% | 49 |
|
|
2022
Q1 | $255K | Buy |
5,022
+972
| +24% | +$49.4K | 0.1% | 52 |
|
|
2021
Q4 | $210K | Buy |
+4,050
| New | +$210K | 0.08% | 58 |
|