Worth Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-51,628
| Closed | -$1.95M | – | 149 |
|
|
2023
Q4 | $1.95M | Buy |
+51,628
| New | +$1.95M | 1.39% | 21 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$7.44K | – | 426 |
|
|
2023
Q2 | $7.44K | Hold |
200
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $7.78K | Hold |
200
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $7.88K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $8K | Sell |
200
-1,004
| -83% | -$40.2K | 0.01% | 305 |
|
|
2022
Q2 | $61K | Hold |
1,204
| – | – | 0.04% | 173 |
|
|
2022
Q1 | $58K | Buy |
+1,204
| New | +$58K | 0.04% | 196 |
|