William Allan 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 | $499K | Buy |
11,528
+130
| +1% | +$5.63K | 0.29% | 44 |
|
|
2025
Q1 | $517K | Buy |
11,398
+930
| +9% | +$42.2K | 0.32% | 44 |
|
|
2024
Q4 | $419K | Buy |
10,468
+570
| +6% | +$22.8K | 0.26% | 46 |
|
|
2024
Q3 | $445K | Buy |
9,898
+1,420
| +17% | +$63.8K | 0.28% | 49 |
|
|
2024
Q2 | $350K | Sell |
8,478
-110
| -1% | -$4.54K | 0.23% | 48 |
|
|
2024
Q1 | $360K | Sell |
8,588
-44
| -0.5% | -$1.84K | 0.24% | 47 |
|
|
2023
Q4 | $325K | Buy |
8,632
+809
| +10% | +$30.5K | 0.23% | 45 |
|
|
2023
Q3 | $254K | Buy |
7,823
+1,275
| +19% | +$41.3K | 0.2% | 47 |
|
|
2023
Q2 | $244K | Hold |
6,548
| – | – | 0.19% | 45 |
|
|
2023
Q1 | $255K | Buy |
6,548
+570
| +10% | +$22.2K | 0.2% | 49 |
|
|
2022
Q4 | $236K | Sell |
5,978
-429
| -7% | -$16.9K | 0.2% | 49 |
|
|
2022
Q3 | $243K | Buy |
6,407
+274
| +4% | +$10.4K | 0.22% | 48 |
|
|
2022
Q2 | $311K | Sell |
6,133
-13,092
| -68% | -$664K | 0.28% | 42 |
|
|
2022
Q1 | $979K | Sell |
19,225
-16,385
| -46% | -$834K | 0.74% | 36 |
|
|
2021
Q4 | $1.85M | Buy |
+35,610
| New | +$1.85M | 1.32% | 29 |
|