Wolff Financial Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
26,655
-1,685
| -6% | -$72.9K | 0.3% | 35 |
|
|
2025
Q1 | $1.29M | Buy |
28,340
+9
| +0% | +$408 | 0.36% | 34 |
|
|
2024
Q4 | $1.13M | Buy |
28,331
+8
| +0% | +$320 | 0.31% | 38 |
|
|
2024
Q3 | $1.27M | Buy |
28,323
+8
| +0% | +$359 | 0.35% | 37 |
|
|
2024
Q2 | $1.17M | Buy |
28,315
+3,204
| +13% | +$132K | 0.86% | 13 |
|
|
2024
Q1 | $1.05M | Buy |
25,111
+7
| +0% | +$294 | 0.31% | 41 |
|
|
2023
Q4 | $946K | Buy |
25,104
+1,139
| +5% | +$42.9K | 0.29% | 46 |
|
|
2023
Q3 | $777K | Buy |
23,965
+9
| +0% | +$292 | 0.27% | 46 |
|
|
2023
Q2 | $891K | Sell |
23,956
-439
| -2% | -$16.3K | 0.78% | 16 |
|
|
2023
Q1 | $949K | Buy |
24,395
+6
| +0% | +$233 | 0.33% | 44 |
|
|
2022
Q4 | $961K | Buy |
24,389
+8
| +0% | +$315 | 0.36% | 43 |
|
|
2022
Q3 | $925K | Buy |
24,381
+433
| +2% | +$16.4K | 0.42% | 44 |
|
|
2022
Q2 | $1.22M | Hold |
23,948
| – | – | 0.54% | 37 |
|
|
2022
Q1 | $1.22M | Hold |
23,948
| – | – | 0.48% | 40 |
|
|
2021
Q4 | $1.24M | Hold |
23,948
| – | – | 0.47% | 40 |
|
|
2021
Q3 | $1.29M | Buy |
+23,948
| New | +$1.29M | 1.12% | 14 |
|
|
2021
Q1 | $1.11M | Buy |
19,089
+4,516
| +31% | +$263K | 0.51% | 38 |
|
|
2020
Q4 | $856K | Sell |
14,573
-492
| -3% | -$28.9K | 0.45% | 40 |
|
|
2020
Q3 | $896K | Sell |
15,065
-85
| -0.6% | -$5.06K | 0.53% | 39 |
|
|
2020
Q2 | $835K | Buy |
15,150
+1
| +0% | +$55 | 0.53% | 36 |
|
|
2020
Q1 | $814K | Buy |
15,149
+1,913
| +14% | +$103K | 0.61% | 34 |
|
|
2019
Q4 | $813K | Buy |
13,236
+1
| +0% | +$61 | 0.54% | 35 |
|
|
2019
Q3 | $799K | Buy |
13,235
+1
| +0% | +$60 | 0.58% | 34 |
|
|
2019
Q2 | $756K | Hold |
13,234
| – | – | 0.58% | 35 |
|
|
2019
Q1 | $783K | Buy |
13,234
+1
| +0% | +$59 | 0.65% | 35 |
|
|
2018
Q4 | $744K | Buy |
+13,233
| New | +$744K | 0.72% | 29 |
|