Western Financial Corp’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
18,264
+251
| +1% | +$10.9K | 0.42% | 67 |
|
|
2025
Q1 | $817K | Buy |
18,013
+269
| +2% | +$12.2K | 0.47% | 66 |
|
|
2024
Q4 | $710K | Buy |
17,744
+253
| +1% | +$10.1K | 0.39% | 72 |
|
|
2024
Q3 | $786K | Buy |
17,491
+250
| +1% | +$11.2K | 0.45% | 68 |
|
|
2024
Q2 | $711K | Buy |
17,241
+443
| +3% | +$18.3K | 0.43% | 68 |
|
|
2024
Q1 | $705K | Buy |
16,798
+234
| +1% | +$9.82K | 0.43% | 71 |
|
|
2023
Q4 | $624K | Buy |
16,564
+271
| +2% | +$10.2K | 0.42% | 77 |
|
|
2023
Q3 | $528K | Buy |
16,293
+278
| +2% | +$9.01K | 0.39% | 84 |
|
|
2023
Q2 | $596K | Buy |
16,015
+236
| +1% | +$8.78K | 0.41% | 78 |
|
|
2023
Q1 | $614K | Buy |
15,779
+465
| +3% | +$18.1K | 0.44% | 73 |
|
|
2022
Q4 | $603K | Buy |
15,314
+235
| +2% | +$9.26K | 0.39% | 67 |
|
|
2022
Q3 | $573K | Buy |
15,079
+186
| +1% | +$7.07K | 0.4% | 66 |
|
|
2022
Q2 | $756K | Buy |
14,893
+182
| +1% | +$9.24K | 0.54% | 37 |
|
|
2022
Q1 | $749K | Buy |
14,711
+15
| +0.1% | +$764 | 0.43% | 49 |
|
|
2021
Q4 | $764K | Buy |
14,696
+157
| +1% | +$8.16K | 0.4% | 53 |
|
|
2021
Q3 | $785K | Buy |
14,539
+144
| +1% | +$7.78K | 0.47% | 42 |
|
|
2021
Q2 | $807K | Sell |
14,395
-9
| -0.1% | -$505 | 0.44% | 39 |
|
|
2021
Q1 | $838K | Buy |
14,404
+15
| +0.1% | +$873 | 0.51% | 35 |
|
|
2020
Q4 | $845K | Buy |
+14,389
| New | +$845K | 0.56% | 26 |
|