WestHill 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
Q1 | – | Sell |
-5,248
| Closed | -$210K | – | 81 |
|
|
2024
Q4 | $210K | Buy |
5,248
+100
| +2% | +$4K | 0.05% | 72 |
|
|
2024
Q3 | $231K | Sell |
5,148
-1,304
| -20% | -$58.6K | 0.05% | 67 |
|
|
2024
Q2 | $266K | Sell |
6,452
-504
| -7% | -$20.8K | 0.06% | 59 |
|
|
2024
Q1 | $292K | Sell |
6,956
-412
| -6% | -$17.3K | 0.07% | 60 |
|
|
2023
Q4 | $278K | Buy |
7,368
+160
| +2% | +$6.03K | 0.07% | 55 |
|
|
2023
Q3 | $234K | Sell |
7,208
-332
| -4% | -$10.8K | 0.07% | 57 |
|
|
2023
Q2 | $280K | Buy |
7,540
+14
| +0.2% | +$521 | 0.08% | 45 |
|
|
2023
Q1 | $293K | Sell |
7,526
-793
| -10% | -$30.8K | 0.09% | 44 |
|
|
2022
Q4 | $328K | Sell |
8,319
-790
| -9% | -$31.1K | 0.1% | 46 |
|
|
2022
Q3 | $346K | Hold |
9,109
| – | – | 0.12% | 40 |
|
|
2022
Q2 | $462K | Buy |
9,109
+212
| +2% | +$10.8K | 0.15% | 36 |
|
|
2022
Q1 | $453K | Buy |
8,897
+1,647
| +23% | +$83.9K | 0.13% | 38 |
|
|
2021
Q4 | $377K | Buy |
7,250
+1,200
| +20% | +$62.4K | 0.11% | 42 |
|
|
2021
Q3 | $327K | Buy |
+6,050
| New | +$327K | 0.1% | 41 |
|
|
2021
Q1 | $389K | Hold |
6,688
| – | – | 0.14% | 34 |
|
|
2020
Q4 | $393K | Buy |
+6,688
| New | +$393K | 0.15% | 31 |
|