Westshore Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,450
| Closed | -$202K | – | 101 |
|
|
2025
Q1 | $202K | Buy |
+4,450
| New | +$202K | 0.09% | 93 |
|
|
2024
Q4 | – | Sell |
-4,481
| Closed | -$201K | – | 98 |
|
|
2024
Q3 | $201K | Buy |
+4,481
| New | +$201K | 0.08% | 96 |
|
|
2023
Q3 | – | Sell |
-6,889
| Closed | -$256K | – | 110 |
|
|
2023
Q2 | $256K | Sell |
6,889
-198
| -3% | -$7.36K | 0.13% | 84 |
|
|
2023
Q1 | $276K | Buy |
7,087
+326
| +5% | +$12.7K | 0.14% | 76 |
|
|
2022
Q4 | $266K | Sell |
6,761
-14,098
| -68% | -$555K | 0.15% | 80 |
|
|
2022
Q3 | $792K | Sell |
20,859
-1,699
| -8% | -$64.5K | 0.55% | 18 |
|
|
2022
Q2 | $1.15M | Buy |
22,558
+830
| +4% | +$42.1K | 0.75% | 15 |
|
|
2022
Q1 | $1.11M | Buy |
21,728
+444
| +2% | +$22.6K | 0.74% | 17 |
|
|
2021
Q4 | $1.11M | Sell |
21,284
-1,099
| -5% | -$57.1K | 0.76% | 18 |
|
|
2021
Q3 | $1.21M | Sell |
22,383
-7,314
| -25% | -$395K | 0.98% | 15 |
|
|
2021
Q2 | $1.66M | Buy |
29,697
+434
| +1% | +$24.3K | 0.86% | 21 |
|
|
2021
Q1 | $1.7M | Buy |
+29,263
| New | +$1.7M | 0.97% | 19 |
|
|
2019
Q4 | $676K | Buy |
+11,004
| New | +$676K | 0.74% | 20 |
|