WR Wealth Planners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $140K | Buy |
3,507
+308
| +10% | +$12.3K | 0.05% | 192 |
|
|
2024
Q3 | $144K | Buy |
3,199
+553
| +21% | +$24.8K | 0.04% | 226 |
|
|
2024
Q2 | $109K | Buy |
2,646
+31
| +1% | +$1.28K | 0.03% | 240 |
|
|
2024
Q1 | $110K | Buy |
+2,615
| New | +$110K | 0.03% | 241 |
|
|
2023
Q4 | – | Sell |
-2,594
| Closed | -$84.1K | – | 853 |
|
|
2023
Q3 | $84.1K | Sell |
2,594
-511
| -16% | -$16.6K | 0.03% | 266 |
|
|
2023
Q2 | $115K | Buy |
3,105
+620
| +25% | +$23.1K | 0.04% | 228 |
|
|
2023
Q1 | $96.7K | Buy |
+2,485
| New | +$96.7K | 0.04% | 238 |
|