YorkBridge Wealth Partners’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$1.53M	Sell	38,864 -382	-1%	-$15.1K	0.39%	64
2022 Q3	$1.49M	Sell	39,246 -3,774	-9%	-$143K	0.38%	63
2022 Q2	$2.18M	Sell	43,020 -1,917	-4%	-$97.3K	0.57%	47
2022 Q1	$2.29M	Buy	44,937 +3,612	+9%	+$184K	0.5%	52
2021 Q4	$2.15M	Buy	41,325 +558	+1%	+$29K	0.48%	55
2021 Q3	$2.2M	Sell	40,767 -1,282	-3%	-$69.2K	0.55%	51
2021 Q2	$2.36M	Buy	42,049 +1,472	+4%	+$82.5K	0.62%	47
2021 Q1	$2.36M	Buy	40,577 +2,181	+6%	+$127K	0.7%	42
2020 Q4	$2.26M	Buy	38,396 +1,022	+3%	+$60K	0.76%	39
2020 Q3	$2.22M	Buy	37,374 +3,983	+12%	+$237K	0.93%	32
2020 Q2	$1.84M	Buy	33,391 +968	+3%	+$53.4K	0.84%	33
2020 Q1	$1.74M	Buy	32,423 +100	+0.3%	+$5.37K	1.07%	24
2019 Q4	$1.99M	Buy	32,323 +1,110	+4%	+$68.2K	0.91%	33
2019 Q3	$1.88M	Sell	31,213 -2,196	-7%	-$133K	0.95%	31
2019 Q2	$1.91M	Buy	33,409 +2,567	+8%	+$147K	0.85%	30
2019 Q1	$1.82M	Buy	30,842 +3,794	+14%	+$224K	0.84%	34
2018 Q4	$1.52M	Buy	27,048 +272	+1%	+$15.3K	0.81%	34
2018 Q3	$1.44M	Sell	26,776 -447	-2%	-$24.1K	0.66%	42
2018 Q2	$1.37M	Buy	27,223 +84	+0.3%	+$4.23K	0.6%	43
2018 Q1	$1.3M	Buy	27,139 +105	+0.4%	+$5.01K	0.6%	43
2017 Q4	$1.37M	Sell	27,034 -533	-2%	-$26.9K	0.66%	40
2017 Q3	$1.36M	Sell	27,567 -317	-1%	-$15.7K	0.71%	36
2017 Q2	$1.26M	Sell	27,884 -11,060	-28%	-$498K	0.67%	42
2017 Q1	$1.79M	Buy	38,944 +1,718	+5%	+$78.9K	0.94%	25
2016 Q4	$1.89M	Buy	+37,226	New	+$1.89M	1.11%	18