Western Pacific Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,004
| Closed | -$135K | – | 268 |
|
2024
Q3 | $135K | Buy |
3,004
+1,501
| +100% | +$67.4K | 0.09% | 85 |
|
2024
Q2 | $62K | Sell |
1,503
-44
| -3% | -$1.81K | 0.05% | 132 |
|
2024
Q1 | $64.9K | Buy |
1,547
+47
| +3% | +$1.97K | 0.05% | 127 |
|
2023
Q4 | $56.6K | Sell |
1,500
-276
| -16% | -$10.4K | 0.04% | 134 |
|
2023
Q3 | $57.6K | Buy |
1,776
+255
| +17% | +$8.27K | 0.05% | 123 |
|
2023
Q2 | $56.6K | Buy |
1,521
+130
| +9% | +$4.84K | 0.04% | 134 |
|
2023
Q1 | $54.1K | Buy |
1,391
+931
| +202% | +$36.2K | 0.04% | 141 |
|
2022
Q4 | $18.1K | Sell |
460
-556
| -55% | -$21.9K | 0.02% | 181 |
|
2022
Q3 | $38K | Buy |
1,016
+744
| +274% | +$27.8K | 0.04% | 122 |
|
2022
Q2 | $13K | Hold |
272
| – | – | 0.01% | 139 |
|
2022
Q1 | $13K | Hold |
272
| – | – | 0.01% | 162 |
|
2021
Q4 | $14K | Buy |
+272
| New | +$14K | 0.01% | 165 |
|